Adding a user to a group in User Administration
Adding a user to a group will grant the user all of the permissions assigned to that group. Unifocus recommends assigning a user to a group first and then making any necessary adjustments to the user's individual permissions at the user level.
All Property admins and Property admins cannot be added to groups.
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In the upper-left corner of the screen, select Access your applications ( ).
The menu expands. -
Select Administration > User Administration.
The User Administration screen appears.
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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:
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Show active and pending users only
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Show inactive users only
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Show all users
Default: Show active users only.
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User Accounts controls
Add or clone a user account.
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Add User ()—Create a new user.
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Clone User ()—Create a new user by making a copy of an existing user.
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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.
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Expand / Collapse
Expand or collapse the User Accounts pane.
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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.
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/ Previous / Next
View details for the previous () or next () user account in the list.
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Activation status
Activate or deactivate the user. If the user is not active, they cannot log in to the Unifocus software.
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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.
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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.
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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.
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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.
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Audit
View a history of changes to the screen.
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Import Users
Create multiple users by importing a spreadsheet that contains user information.
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Tabs
Navigate the tabs to view or edit details for the selected user.
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General
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Property Permissions
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Group Membership
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Action & Application Access
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Data Permissions
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Authorization Levels
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Labor Structure Permissions
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Budget Lines Access Rights
The available tabs depend on which view you are using.
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From the User Accounts list, select the user to add or remove from groups.
Details for the selected employee appear in the right pane. -
Select the Group Memberships tab.
Click here for field descriptions.Fields on the Group Membership tab of User Administration
Field Description Controls Filter by database
From the drop-down menu, select the database with which the user or group is associated.
Search
Enter a permission in the field. The table updates to match your selection.
Table Databases & Groups
Organized by database ( ) and property ( ), this tree menu displays all available groups.
Is a member
If selected, the user is a member of the group.
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If necessary, use the Filter by database menu to change the database and/or the Search permissions field to filter the tree menu in the table. For more information, see Working with tabs in User Administration.
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In the Is a member column, select the check box for the group you want to add the user to.
The user is added to the group.Note: To remove a user from a group, clear the check box in the row corresponding to the group that you want to remove the user from.
Your updates are saved automatically.