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Viewing users

View the details of a user​

To view the details of any user in your customer project and see which groups and roles they're assigned to:

  1. Open the Permissions dashboard card and select Users.

    Alternatively, select Search in the right panel menu and choose the Users category (select to clear the previous search if necessary). You can then search by keyword or scroll the list of available users.

Users listed in the Search panel
  1. Select a user to view their details in the right panel.
The General tab of the selected user
  1. Use the tab bar to switch to the Groups or Roles tab.
The Roles tab showing roles the user is assigned to

Access advisor​

Admins can see the permissions inherited by the user from their groups and roles. Select More at the bottom of the General tab and choose Access Advisor.

Selecting Access Advisor from the More Actions menu

Open the user's item​

For a data-orientated view of the user, select More at the bottom of the user's General tab and choose Open user item.

The user will be replaced with the relevant item of the Users design in the right panel. This displays extra data, such as when the user was created and by whom.

The user's item details

To edit the following attributes, select Edit in the action bar:

  • Track User - when enabled, the user's position can be seen on the map (in any layer displaying items of the Users design). Position data is updated automatically while using Alloy Mobile.

  • Team Members - this Link attribute stores a Team Members item for each team the user belongs to.

As with other items, you can view the item's audit log to see the history of changes, and view the item's graph to visualise the user's Team Members connections and the contents of their user folder.

Note

If you're unable to view the user's item, your user account may lack permission to access the Users design.