User Detail View
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The system administrator and users with the appropriate role can access these features. |
Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.
- On the Navigation Bar, click Administration, and then click Users to open the Users List view.
- Click a user in the list, or use the Lookup to locate a user.
The user information opens in the Detail view.
Use the Lookup to search for user records
- On the toolbar, click the List View
button.
On the Task Pane, under Common Tasks, you can:
Information Boxes
The user information boxes contain the primary information about the user.
Detail View Tabs
Each tab shows specific information related to the user's profile. Click a link to see more information about each tab.
| Client System | Other Calendars | User's Calendar |
| Department Membership | Security | User Team Members |
| Employee | Service/Support | User Team Membership |
| Notes | Team Membership | Roles |
| Integrations | Audit Log |
Additional tabs may be available if your implementation includes a Back Office Extension.
| ERP Details |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.
