As Project Manager you can use the Manage Users page to:
You can grant different access rights to users by managing roles, role assignments, and assigning work to users. The creation and management of Committees can also be performed using this page.
The search box allows you to search for users based on first name, last name, username, or email address. The search results appear in real time as you type in the search text.
The Manage Users page has the following details:
|The Batch actions drop-down allows users to Activate or Deactivate selected users in one step.|
The Activate option appears if the selection does not include any retired users. Similarly, the Deactivate option does not appear if the selection does not include any Active users.
Upon clicking Activate/Deactivate, the relevant confirmation prompt is presented to confirm the action to be performed.
By default, Active as well as Inactive users are listed.
To list only Active or only Inactive users, click the Show: All users drop-down and select the appropriate option.
By default, all the users from the project are listed.
To list users belonging to the organization, or only users not belonging to the current project, click the Show: In this project drop-down and select the appropriate option.
Edit the user’s details. The user information appears in the Add User section above the list, where it can be modified and saved by clicking Save. If the modifications are to be discarded, this can be done by clicking Cancel.
Login as the user. A confirmation message is displayed and the Project Manager can impersonate as the intended user by confirming the action. This button is available only when the user is assigned to the current project.
The More drop-down allows you to deactivate/activate, reset password, reset answers to security questions, reset 2-Factor Authentication, view the user profile, or delete the user. The action is performed after the action is confirmed in the confirmation prompt that appears next.
|First name||The user's first name.|
The user’s last name. The list is sorted in ascending order by last name when the page is loaded.
The user’s username.
|The user's email address.|
Date and time of the user’s last login. This appears as "Never logged in" for users who have never logged in.
|Status||The current status of the user. This can either be Active or Retired.|
You can sort the list by Name, Username, Email address, Last Login, or Status by clicking on the respective column header. Clicking once sorts the list in ascending order; clicking a second time sorts the list in descending order.
|Granting access is not enough to allow people to interact with a project. All users must be given a Role with the project. Roles can be assigned to a project from the Assign Roles page. In addition, if the user is only assigned permission to either Write, Review, or Validate items, they also must be given an item assignment. To assign items to users, please use the Assign Work to Users page.|