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Adaptive Insights LLC.

Users Interface Tour

Interface Tour

Go to Administration > Users. The All Users page lists all current users in alphabetical order by their login ID, or username. Click any column header to sort.

All User page with list of users

1 Edit: Click Edit to view, delete, or update the user profile, or change the password.  An email icon appears next to any user with an email address saved in their profile. Click the email icon to send an email to the user. 

2 Role (conditional): the role assigned to each user. Click the role link to see and edit the permissions associated with it. You only see this column if you have the Admin Access > Roles permission.

3 Level Access: the organization level assigned to each user. Click the level to open the user profile and update it.   

4 Login State: Indicates how many failed attempts a users has made to log in, and whether they have been locked out. Only available if your instance is set up to lock out users after a specified amount of failed attempts.  

5 Buttons: Click New User to create a new user, Printable View to download the user list to an Excel file, or Export User Permissions to download a list of all users and the permissions assigned to them.

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