View PolicyCenter User Information

The information displayed on the Users tab varies according to your level of access to PolicyCenter. PolicyCenter administrators with touch access to the PC organization can view information for all users in all organizations. All other users can only view information for the other users in their own organization.

The left pane of this window shows the list of PolicyCenter users, sorted by user name. This pane can display two different tables of user information, the Details View and the Table View. You can change views by clicking the Table View or Details View buttons in the lower left corner of this window.

• In the default Details View, this window displays each user's PolicyCenter user name, organization, current status (enabled/disabled), and notes whether or not the user is currently logged in to PolicyCenter.  show screen.
  
  
• The expanded Table View displays all the information shown in the Details View, but also shows each user's first and last name, access role (look or touch) and the time of their PolicyCenter login and logout.  show screen.
  

Click any of the Table View column headings to sort the information in the table by that column criteria. Make a column wider or narrower by clicking the border of a column heading and dragging the border to a new position. You may also customize the appearance of the Table View by clicking any of the column headings and dragging the column into a new location within the table.

Tip: If your list of users is very large, it may be difficult to locate a specific user in the table. You can search for an individual user in either the Details View or Table View by entering all or part of a users name or organization in the Search field. The user list will display any matching entries. Click the X button by the search field to clear the field and display the complete list of users once again.

To view all information for a single user while the user list is in the Details view, click the user name in the left window pane, then click the Information tab in the right window pane.  show screen.

Customize Table View Preferences

1. Click the Users tab.
   
   
2. If the Users tab does not already display the Table View, click the Table View button at the bottom of the left window pane.
   
   
3. Click the Preferences button at the upper left corner of the table.  show screen
   
   
4. The Users Table Preferences window opens.  show screen Select or unselect any of the checkboxes to display or hide selected data columns.
   
   
5. Click OK to save your changes.
   or
   Click Reset to Defaults to restore all data columns.

Click any of the Table View column headings to sort the information in the table by that column criteria. Make a column wider or narrower by clicking the border of a column heading and dragging the border to a new position. You may also customize the appearance of the Table View by clicking any of the column headings and dragging the column into a new location within the table.

Export Users Table View Data to the Clipboard

To copy data from the Users table onto the clipboard in CSV (comma separated value) format, select the Table View for the units table, then click the Export CSV to Clipboard button at the top left corner of the table. show screen

Exported data columns will be sorted in the same order in which they are displayed on the screen. Hidden data columns will not be exported.

See also:

Add a PolicyCenter User

Modify a PolicyCenter User