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:
- On the Navigation Bar, click , and then click 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 a Detail view.
On this page you can:
- Use the Lookup to search for user records.
- Open a group
- Click
(), 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:
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.