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Adaptive Insights LLC.

Users Interface Tour

For step-by-step instructions, see Create, Edit, or Delete Users.

Before You Begin

Required permissions: Admin Access > Users

How You Get There

Compass.png From the nav menu, select Administration > Users.

The All Users Page

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: Select 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. Select the email icon to send an email to the user. 

2 Role (conditional): The role assigned to each user. Select 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 Owned Levels: The organization level assigned to the user. Select the level to open the user profile and update it. See Assign Levels to Owners.

4 Buttons: Select 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.

Login State: Appears to the right of Last Login Time and 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.  See Manage Passwords.

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