User detail view

You can use the detail view to add, view, or modify information for a selected record. The detail view consists of information boxes, tabs, and a user-defined middle section.

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To access the User detail view, you can perform these steps:

You can click Administration, and click Users to access the Users list view on the Navigation Bar.
You can 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.
View a group. See What are Groups?
Click List view icon, on the toolbar to switch to the Users list view.
Perform user task. See Promoting Users to Infor OS Portal (Ming.le)

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

Add to Group.
Remove from Group.
Copy User. See Creating a copy of a user
Copy Profile. See Copying Profile Information
Replace on All Teams. See Replacing a team member in all teams

Information fields

The user information fields contain the primary information about the user. See User fields

Detail view tabs

Each tab displays specific information related to the user profile. You can 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	Customer Journey tab

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. See Dragging and Dropping