Activating and deactivating a user in User Administration

A user's account must be active for the user to log in to the Unifocus software.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Administration > User Administration.
   The User Administration screen appears.

3. In the left menu pane, select Manage Users (  ). This is the default view for the screen.

   Click here for field descriptions.

   

   * Personally identifiable information has been obscured or altered in the above image.

   Fields on the Manage Users view of the User Administration screen

   #	Field	Description	Notes
   1	Search	Type your search criteria in the field. The table automatically updates to meet the search criteria.	Search criteria includes login ID, email address, last name, first name, and middle name.
   2	Filter	Filter the User Accounts list by: Show active and pending users only Show inactive users only Show all users	Default: Show active users only.
   3	User Accounts controls	Add or clone a user account. Add User ()—Create a new user. Clone User ()—Create a new user by making a copy of an existing user.
   4	User Accounts list	Displays all existing user accounts by Login ID and the email address that is associated with the user. Select a user to view details in the tabs.
   5	/  Expand / Collapse	Expand or collapse the User Accounts pane.
   6	Selected account	Displays the Login ID for the selected user account. From the drop-down list, you can select a different user account to view details.
   7	/  Previous / Next	View details for the previous () or next () user account in the list.
   8	Activation status	Activate or deactivate the user. If the user is not active, they cannot log in to the Unifocus software. Not Activated—If the user is not active, the status is Not Activated. To activate the user, select the Activate user button below the status. Activated—If the user is active, the status displays the date that the user was activated. To deactivate the user, select the Deactivate user button below the status. Deactivated—If the user was deactivated, the status displays the date that the user was deactivated. To reactivate the user, select the Activate user button below the status.
   9	Send Invitation Email	Send an invitation email to the email address associated with the user account. The user is invited to register and create a password for their account.
   10	Audit	View a history of changes to the screen.
   11	Import Users	Create multiple users by importing a spreadsheet that contains user information.
   12	Tabs	Navigate the tabs to view or edit details for the selected user. General Property Permissions Group Membership Action & Application Access Data Permissions Authorization Levels Labor Structure Permissions Budget Lines Access Rights	The available tabs depend on which view you are using.

4. From the User Accounts list, select a user.
   The details pane updates based on your selection.

5. Do one of the following:

   • To activate an inactive user, select Activate User.
     The user is activated.

   • To deactivate an active user, select Deactivate User.
     The user is deactivated.