Change User Details in 49 seconds: what it asks, what it does and what you get.
What the form asks
What it does
- Creates a ticket in your PSA, if Ticketing is on.
- Waits for approval, if Approval is Internal or External, or a conditional override matches.
- Update Details: sets the job title, department and mobile phone you filled in on the user in the client’s Microsoft Entra ID. Blank fields aren’t changed.
Configure it
Go to Config and click Change User Details.Configure Change User Details: every option, step by step (1:24).
Approval, Ticketing and User directory filters are set on Base config and apply to every client unless you override them for one. For how Base config and client overrides work, see How configuration works.
Troubleshooting
“User changes will fail for … — needs User Administrator.”
“User changes will fail for … — needs User Administrator.”
The run form shows this when the client’s GDAP relationship doesn’t give Triggr a role that can edit users. Assign User Administrator to Triggr’s security group in that relationship. See Recommended roles.
The user isn't in the User list
The user isn't in the User list
Check User directory filters. By default the list leaves out unlicensed users, accounts whose sign-in is blocked and guests, as well as anyone in an Entra role you’ve excluded.
“Set On-Prem Attributes — needs manual attention”
“Set On-Prem Attributes — needs manual attention”
This ticket note means the desktop agent couldn’t update the user in Active Directory. The note includes the error. Make the change in Active Directory, or fix the cause and run it again.
The new details don't show in Microsoft 365 yet
The new details don't show in Microsoft 365 yet
For an AD-synced account, Microsoft 365 picks up the change at the next Microsoft Entra Connect sync.
Related
- Workflow catalogue
- Run a workflow
- Executions
- User Onboarding, which sets a new starter’s job title and department

