View Users

What role/s can do this? Partner admin

All users, including customer users that are associated with a partner, are listed within the partner portal. Partner admins can view what customer the user is assigned to and make changes when viewing the user details.

• To view all users including partner users navigate to Users & Roles → Users.
• To view customer specific users navigate to Customers, view the relevant customers details and select the Users tab.

View User Details #

User details is where you can see specific details about the user such as their assigned roles, their logs and their journal.

1. Navigate to Users
2. Locate the relevant user
3. Click Detail in the action column

The edit user page displays with 4 additional tabs (Info, Roles, Logs and Journal).

Filter users #

If needed you can add filters to make it easier to find specific users.

1. Navigate to Users
2. Expand the Add filter dropdown
3. Select a filter option
4. Configure the filter as desired
5. Click Use filter

The filter applies to the list of users.

Note: See Search and filters for more information.