User Management field descriptions

Last Updated : Jun 13, 2024 |

Tenant organization

The page displays the tenant organization that the administrator configured on the Services > Tenant Management page.

Note:

The system displays the tenant-related section only when the Multi Tenancy feature is enabled on this system.

Name

Description

Select check box

Select the check box for the tenant from the list of tenants to view the organization hierarchy.

Select the check box at each level to view the hierarchy.

Enable auto refresh

Updates the information in the Users section automatically based on the selection in the tenant organization hierarchy.

Refresh usersRefresh Users

Updates the tenant organization hierarchy.

Use this to view the changes that the administrator makes from Services > Tenant Management.

Search

Searches and displays the tenant organization.

Clear

Clears the search criteria.

Users

Name

Description

Last Name

The last name of the user.

First Name

The first name of the user.

Display Name

The unique name of the user displayed by the system.

Login Name

The unique name that gives access to the system.

SIP Handle

The unique communication address of the user.

Organization Hierarchy

The hierarchy of the tenant organization in the format Tenant/Site/Department/Team.

For example, Citi/Pune/HomeLoans/LoanSupport

Note:

The system displays the field only when the administrator enables the Multi Tenancy feature.

Last Login

The date and time when the user successfully logged into the system.

Icon

Description


Search for users

Searches for users on the basis of first name, last name, login name, surname, handles, first name (Latin translation) and last name (Latin translation).

You can view, edit, or delete a user in the list.

Button

Description

View

Displays the User Profile | View | <User Name> page where you can view the details of the selected user.

Edit

Displays the User Profile | Edit | <User Name> page where you can modify the details of the selected user.

New

Displays the User Profile | Add page where you can create a new user.

Duplicate

Displays the User Profile | Duplicate | <User Name> page where you can create a duplicate user.

Delete

Displays the User Delete Confirmation page where you can temporarily delete the selected users.

More Actions > Assign Roles

Displays the Assign Roles page where you can assign roles to selected users.

More Actions > Add To Group

Displays the Assign Groups page where you can assign groups to selected users.

More Actions > Show Deleted User

Displays the Deleted Users page where you can view, delete, or restore the deleted users.

More Actions > Bulk Edit Users

Displays the User Bulk Editor page where you can change the user data.

More Actions > Status of Bulk Edit Users Jobs

Displays the Schedule Bulk Edit of Users page where you can view or delete the bulk edit job.

More Actions > Import Users

Displays the Import users page where you can import the user-related data in bulk.

More Actions > Export All Users

Displays the Export users page where you can export the user-related data in bulk of all users.

More Actions > Export Selected Users

Displays the Export users page where you can export the user-related data in bulk of selected users.

More Actions > Export Delta Users

Displays the Export users page where you can export the added, updated, or deleted user-related data for the specific delta period.

Note:

The permanently deleted users login-names in the delta period are identified on the basis of audit logs of permanently deleted users in the system. Therefore, if you change the Data Retention settings for LogPurgeRule, the system might affect the permanently deleted users list in the exported zip file.

More Actions > Import Global Settings

Displays the Import global settings page where you can import shared addresses, public contacts, and presence access control list (ACLs) in bulk.

More Actions > Download Excel Template

Navigates to the location from where you can download the Excel template that System Manager supports.

Options > Advanced Search

Displays fields where you can specify the search criteria for searching a user.

Options > Clear Filters

Clears the filter criteria.

Filter menu

You can find the Filter menu icon next to the name of each column.

Filters the data based on the search criteria.

Select: All

Selects all users in the table.

Select: None

Clears the check box selections.
Refresh users

Refreshes the user information in the table.

Criteria

Click Advanced Search to view this section. You can find the Advanced Search link in the Options drop-down list in the upper-right corner of the page.

Name

Description

Criteria

The criteria to search. The options are:

  • Field 1: Lists the criteria that you can use to search users.

  • Field 2: Lists the operators for evaluating the expression. The operators displayed depends on the criterion that you selected in Field 1.

  • Field 3: Lists the value for the search criterion. The User Management service retrieves and displays users that match this value.