Manage Users view of the User Administration screen

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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.