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View User Details in the Company Level Directory Tool

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Objective

To view details for a user in the Company level Directory tool.

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Click View next to the user you want to view.
     Tip
    Click Edit at the top of the user's details page to switch from viewing the user to editing the user. See Edit a User Account in the Company Directory.
    Note: This button is only shown to users with the appropriate permissions to edit users in the Company level Directory tool.
  4. Click the General tab to view the following information:
    • General information about the user.
    • Documents including any attachments added to the user's profile.
    • Communication Preferences
    • Resource Management
  5. Click the Projects tab to view a list of projects the user has been added to. You can configure your table view.
    • Configure what fields show on the table.
      1. Click the Table Configuration icon-ag-grid-table-filter-menu.png icon.
      2. Select the size of the rows.
      3. Move the toggle to the ON icon-toggle-on.png position for the fields you want to show in the table.
      4. Click the X to save your changes.
    • Configure the order the columns appear.
      1. Click the header for the column that you want to move.
      2. Drag and drop the column in the desired location.
    • Pin columns to remain visible when you scroll.
      1. Click the vertical ellipsis icon-ellipsis-options-menu.png on the column you want to pin.
      2. Click Pin Column.
      3. Select where to pin the column.
        Note: To unpin the column, repeat these steps and click No Pin.
    • Sort table by project number.
      1. Click the Project Number header once to sort by ascending number.
      2. Click the Project Number header a second time to sort by descending number.
      3. Click the Project Number header a third time to return to the default where the list is sorted by Project Name.
  6. Click the Change History tab to view a list of changes made to the user's profile.
    Note: This tab is only visible to users with 'Admin' level permissions on the Company level Directory tool or users with 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Users (Based on Assignable Permissions Templates)' granular permission enabled on their company permissions template.