This article provides steps to switch a Maintenance User to a Requestor User.

  • Mar 14, 2025
  • Article

Title
Change Maintenance User to Requestor User

Content

If a Maintenance User was created, but the employee now needs to be set up as a Requestor, this can be accomplished by adjusting the Maintenance User and creating a new Requestor User.

To change a Maintenance User to a Requestor User you must first edit and inactivate the current User:
  1. Log out the User
  2. Select People.
  3. Select Maintenance.
  4. Select the User.
  5. Select Edit.
  6. Update the Maintenance ID. (For example: "UserID-OLD."
  7. Remove Email address.
  8. Save.
  9. Select Inactivate.
 

You can then create a new Requestor user using the original User ID:

  1. Select People.
  2. Select Requestor.
  3. Select New.
  4. Create a new User using the original ID.
  5. Select Save when done.

 

Finally you can then create a new User ID:

  1. Select Administration.
  2. Select Users.
  3. Select New.
  4. Use the new Requestor User Type.
  5. Use the newly created People ID.
  6. Select Save.
URL Name
Change-Maintenance-User-to-Requestor-User
People