Manage Users

The Manage Users menu allows users with permission to modify user settings.

Administrator users are responsible for creating and maintaining the institution's users. Other users who have custom or nonstandard roles that grant them permission to Manage Users can also modify user settings.

You can control users that appear in the user list using Filters. You can filter the list by:

• Name
• Username
• Role
• Status

You can add users using Add.

The following columns are included in the Manage Users grid:

Name

This column shows each user's full name after they log in to the application for the first time. When the Manage Users page is opened, the names are listed in alphabetical order by first name.

Username

This column is the name used to sign into the application.

Role

This column shows the role currently assigned to the user.

Status

This column shows if a user's status is active or inactive.

Actions

This column is used to access the following:

• User Detail - Select to open the User Detail page.
• Organization Access - Select to open Organization Access and specify the organizations that are available to the user.
• Officer Access - Select to open Officer Access where you can specify the officer information that a user can see throughout the application. This optional setting can be used to provide senior officers with the ability to view the portfolios of their junior officers.
• Scorecard Access - Select to open Scorecard Access. Institutions that are licensed for the Scorecard product use this option to define which scorecards each user is allowed to see.
• Deactivate/Activate User - Select to deactivate or activate a user.