Users

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Users

What can you do on this screen?

On the Users screen, you can create and manage the users in LEAD. Use Filter drop-down to narrow down the list of users displayed. Depending on the Filter selected, you can perform different actions on the users listed, including creating new users or deleting them. When you select a user on this screen, you can:

Make the user Active MakeActive or Inactive MakeInactive.

Create a Copy Copy-blue of a user with all information copied, except for the Information, Administrative, and Preferences tabs.

View the Login History LoginHistoryIcon of the user.

Change the Password ChangePasswordIcon of the user.

View Table-View the user information.

Edit Table-Edit the user information.

Select Show History Table-History to review the changes made to the user, including the user name and date/time of saved changes, and revert to an earlier saved revision.

 

Users

Figure 337: Users

Finding Users

If you can't find the user you're looking for, enter part of the user name in the Find: field and select Search. The table will list all users that contain your search term on the screen.

You can click on the column headers of each table to sort the users by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.

Details on the Admin > Users Table

No

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Name

The Name column lists the user name: last name, first name.

Department(s)

The Department column shows the department that the user has been given a role for.

Role

The Role column shows the role that the user has been assigned. Users with restricted access show Restricted after their role.