User Detail View

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.

To open the User Detail view, execute these steps:

1. On the Navigation Bar, click Administration, and then click Users to open the Users List view
2. Click a user in the list, or use the Lookup to locate a user.

   The user information opens in a Detail view.

On this page you can:

• Use the Lookup to search for user records.
• Open a group
• Click (List View), on the toolbar to switch to the Users List view.
• Perform user task: Promote

The Task Pane contains the Common Tasks section. In this section, you can:

• Add to Group
• Remove from group
• Copy User
• Copy Profile
• Replace on All Teams

Information Fields

The user information fields 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 ERP Details tab is available, if your implementation includes a Back Office Extension.

User Defined Section

You can drag and drop tabs into the user defined middle section. This tab is moved to the lower section only if moved manually.