You can use the View User operation to review a user's profile information or to review a list of users in a workgroup.

Topics Covered In This Section

• Viewing a User Account - how to view a user, their profile information and a list of workgroups to which he/she is associated.
• Viewing a Workgroup User List - how to view a list of users associated with a workgroup and information such as last login time and the dates the users were added and/or deleted from the workgroup.

Viewing a User Account
To view a user account:

1. Login to the User Management System
2. Do one of the following:
   • Click on the View icon to the left of the user account on the UMS Home Page.
   • Click on the View icon to the left of the user account in the results of a user search.
   • Click on the View icon in the top button bar, select the radio button to the left of the option User, select a user in the pulldown and click on the View button.

The user's profile information will be displayed:

• User ID - Unique identifier for user
• Last Name - User's last name.
• First Name - User's first name.
• License Type - Can be Static, Floating, or Restricted. See Definition of Users by License Type in the Adding a User section for further information. Users with Static or Floating selected as the License Type are also referred to as Unrestricted or Non-Restricted users in various areas of the Help Guides.
• User Type - This option will only be present if the user account option Enable User Type Property has been enabled in the Set User Account Options section. This property for user accounts has been deprecated and is planned to be removed from a future release. It is possible to use user group privileges to achieve the same effect as the User Type property.

  User Type can be either Internal or External. A user with External selected as the user type cannot be assigned to any record (these users are not listed in the Assigned To pulldown for selection during the workflow process in the workgroups). If Restricted is selected as the License type above, you must select External as the User Type.

• Company - User's company name.
• Email - Email address of the user. Used by Tracker for email notification of events.
• Phone - User's phone number.
• Fax - User's fax number.
• Address 1 - First line of user's address.
• Address 2 - Second line of user's address.
• City - User's city.
• State - User's state.
• Zip/Pincode - User's zip code or pincode.
• Country - User's country.
• Comment - Any other information about the user to be included in his or her profile information.
• Character Set - The character set that supports the characters entered into the user's profile information. This determines to which workgroups the user can be given access. Review the Adding a User section for details on how a user's character set affects their workgroup access.

• Workgroup Name - Name of the workgroup to which the user has been given access or added. Clicking on the workgroup name will display the Associated User Accounts list for the workgroup.
• Has Access? - "Yes" denotes that the user has been given access to the workgroup. "No" denotes that the user does not have access to the workgroup.
• Is Added? - "Yes" indicates that the user is currently added to the workgroup and is displayed in the workgroup's User Accounts section. "No" indicates that the user is not currently added to the workgroup and is not available in the workgroup's User Accounts section.
• Date Added - The date the user was added to the workgroup. If "Unknown" is displayed, this indicates that the user was added when the workgroup was created (a standard user included in the workgroup's template) or the user has not been added to the workgroup.
• Date Deleted - The date the user was deleted from the workgroup. If "Unknown" is displayed, this indicates that the user has not been deleted from the workgroup.
• Date Restored - The date the user was restored to the workgroup. A user can be restored by adding the user to a workgroup in which the user has been previously deleted. "Unknown" indicates that the user has not been restored.
• Last Login Time - The date and time the user last logged into the workgroup. "Unknown" indicates that the user has never logged into the workgroup.

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Viewing a Workgroup User List

The View operation can be used to display all users associated with a workgroup. A user is associated with a workgroup when it has been given access or added to a workgroup.

To view a workgroup user list:

1. Login to the User Management System
2. Click on the View icon in the top button bar.
3. Select the radio button to the left of the Workgroup option, select a workgroup in the pulldown and click on the View button.

Information for each associated user account is displayed on the User Accounts in Workgroup - <workgroup> page:

• User ID - The User ID of the user account. Clicking on the User ID will display the View User Account page for the user account.
• Full Name - The first and last name of the user account.
• License Type - Can be Static, Floating, or Restricted. See Definition of Users by License Type in the Adding a User section for further information.
• See the Associated Workgroups section above for details on the remaining items listed for each user in the Associated User Accounts page.

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