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Manage users and groups with the User management dashboard

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This article describes how to use the Permissions Management User management dashboard to view and manage users and groups.

To display the User management dashboard:

  • In the upper right of the Permissions Management home page, select User (your initials) in the upper right of the screen, and then select User management.

    The User Management dashboard has two tabs:

    • Users: Displays information about registered users.
    • Groups: Displays information about groups.

Manage users

Use the Users tab to display the following information about users:

  • Name and Email Address: The user's name and email address.

  • Joined On: The date the user registered on the system.

  • Recent Activity: The date the user last used their permissions to access the system.

  • The ellipses (...) menu: Select the ellipses, and then select View Permissions to open the View User Permission box.

    • To view details about the user's permissions, select one of the following options:
      • Admin for all Authorization System Types provides View, Control, and Approve permissions for all authorization system types.
      • Admin for selected Authorization System Types provides View, Control, and Approve permissions for selected authorization system types.
      • Custom provides View, Control, and Approve permissions for the authorization system types you select.

You can also select the following options:

  • Reload: Select this option to refresh the information displayed in the User table.
  • Search: Enter a name or email address to search for a specific user.

Manage groups

Use the Groups tab to display the following information about groups:

  • Name: Displays the registered user's name and email address.

  • Permissions:

    • The Authorization Systems and the type of permissions the user has been granted: Admin for all Authorization System Types, Admin for selected Authorization System Types, or Custom.
    • Information about the Viewer, Controller, Approver, and Requestor.

  • Modified By: The email address of the user who modified the group.

  • Modified On: The date the user last modified the group.

  • The ellipses (...) menu: Select the ellipses to:

    • View Permissions: Select this option to view details about the group's permissions, and then select one of the following options:

      • Admin for all Authorization System Types provides View, Control, and Approve permissions for all authorization system types.
      • Admin for selected Authorization System Types provides View, Control, and Approve permissions for selected authorization system types.
      • Custom provides View, Control, and Approve permissions for specific authorization system types that you select.

    • Edit Permissions: Select this option to modify the group's permissions.

    • Delete: Select this option to delete the group's permissions.

      The Delete Permission box asks you to confirm that you want to delete the group.

      • Select Delete if you want to delete the group, Cancel to discard your changes.

You can also select the following options:

  • Reload: Select this option to refresh the information displayed in the User table.
  • Search: Enter a name or email address to search for a specific user.
  • Filters: Select the authorization systems and accounts you want to display.
  • Create Permission: Create a group and set up its permissions. For more information, see Create group-based permissions

Next steps