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 
or Inactive 
.
•View the Login History 
of the user.
•View 
the user information.
•Edit 
the user information.
•Select Show 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.
Figure 355: Admin > 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.
Create a New User or Edit an Existing User
We recommend that new users select Request an Account on the login screen to enter their own information. That said, you can create a new user on the Users screen, too.
•Use the Active Users Filter.
•Select 
to open the User Detail screen and enter the new user's information on the tabs below.
Note: If you get a message advising you that no more Active licenses (that is no Full or Reviewer licenses) are available, you can only assign the Customizer role to the new user without locking the software due to license issues. If you get a message advising you that no more Full licenses are available, then you can assign either the Reviewer or Customizer role to the new user.
•Select Save once you've entered all the information to create the new user, or select Cancel to close the pop-up without saving.
•Select View to review a selected user. If you need to make any changes, select Edit on the User Detail screen.
•Select Edit to make changes to a selected user.
Note: If you get a message advising you that no more Active licenses (that is no Full or Reviewer licenses) are available:
•when editing an active user (Active Users or Currently Logged in Users Filters), if the user's role is currently:
oCustomizer, you cannot change the user's role without locking the software due to license issues.
oReviewer, you can only change the role to Customizer (or leave it as Reviewer).
oNeither Customizer nor Reviewer, you should not get any licensing messages, as you can change the role as needed without impacting the number of users on any license.
•when editing an inactive user (Inactive Users, Pending Users, Locked Out Users, or Deleted Users Filters), you can only assign the role of Customizer to the inactive user without locking the software due to license issues.
If you get a message advising you that no more Full licenses are available (Full licenses are those that allow you to assign any of the roles you can create on the Roles tab):
•when editing an active user (Active Users or Currently Logged in Users Filters), if the user's role is currently:
oCustomizer, you can only change the role to Reviewer (or leave it as Customizer).
oReviewer, you can only change the role to Customizer (or leave it as Reviewer).
oNeither Customizer nor Reviewer, you should not get any licensing messages, as you can change the role as needed without impacting the number of users on any license.
•when editing an inactive user (Inactive Users, Pending Users, Locked Out Users, or Deleted Users Filters), you can only assign a role of Customizer or Reviewer when you make the user active again or accept a pending user.
Either option opens the User Detail screen, ready for you to enter, review, or update the fields below.
•To keep the edits you've made to an existing user, select Save. This will return you to the list of users.
•If you do not want to keep the edits, just select Cancel to close the pop-up, or select the X in the top right of the pop-up.
 Figure 356: Admin > User Detail Screen - Information Tab
Type There are two different user types in LEAD: Employee and Contractor. LEAD gathers additional data about contractors (like what contract they are working on, as well as the contact details for the person in charge of the contract) that helps the LEAD manager to determine whether they need to have continued access to LEAD. User ID Typically, the User ID follows a format of first name.last name (e.g., jane.doe), that the user enters on the login screen to login. If you operate in an environment, where Single-Sign-On (SSO) is enabled or required, then setting the User ID to the system ID (or DoD ID, if CACs are used) enables a user to login to LEAD without entering a user ID and password. If the User ID is not set to the system ID and SSO is enabled, then the user can enter their user ID and password to log in. If the User ID is not set to the system ID and SSO is required, then a LEAD administrator will need to update the user's account before they can login. SSO Text (not user editable) The SSO Text displays the Single-Sign-On (SSO) information that is used by the server to login the user automatically, if SSO has been enabled or is required and the User ID has been set to the System ID. This allows the administrator to verify that the correct information is being passed to the server. The SSO server information can be customized on the Customization > Configuration tab. First Name The First Name of the user. Last Name The Last Name of the user. The Email address of the user. Title The Title of the user. Phone The Phone number of the user. |
 Figure 357: Admin > User Detail Screen - Supervisor Tab
Name The Name of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. The Email address of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the user's supervisor. This allows the LEAD manager to contact the user's supervisor, if there are any questions about the user's required access to LEAD. |
 Figure 358: Admin > User Detail Screen - Department POC Information Tab Name The Name of the point of contact for the department that the user is requesting to access. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. The Email address of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. Phone The Phone number of the point of contact for the department that the user is requesting access to. This allows the LEAD manager to contact the department point of contact for LEAD users, if there are any questions about the user's required access to LEAD. |
 Figure 359: Admin > User Detail Screen - Department Sponsor Tab Name The Name of the sponsor for the contractor user. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. The Email address of the person that is sponsoring the contractor user's access to LEAD organization. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. Phone The Phone number of the person that is sponsoring the contractor user's access to LEAD. This allows the LEAD manager to contact the user's sponsor, if there are any questions about the user's required access to LEAD. |
 Figure 360: Admin > User Detail Screen - Contract Information Tab Initiative The name or title of the Initiative the user is working on for the organization. This allows the LEAD manager to ensure the user needs access to LEAD. Contract # The Contract # (number) the user is working under for the company. This allows the LEAD manager to ensure the user needs access to LEAD. Contract Expiration Date The Contract Expiration Date of the contract the user is working under for the company. This allows the LEAD manager to ensure the user needs access to LEAD. |
 Figure 361: Admin > User Detail Screen - Access Information Tab Justification for Access The Justification for Access field captures the user's need to access LEAD. Role The Role selected for the user defines their primary privileges in LEAD. A user with the Customizer role assigned can ONLY make changes in the Customizations area of LEAD, they cannot make changes to any initiatives. When the Restricted Access checkbox is checked, the user will only see listed and have access to the initiatives where they are listed on the Team Members screen, either as part of the team or as the initiative owner. A restricted access user will have the privileges their role provides for them in all other areas/tabs of LEAD, meaning they can still have administer privileges for 'their' initiatives. All users with the Restricted Access checkbox checked are marked as Restricted on the Users screen after their role. To review which initiatives restricted users have been assigned to, run the Restricted Users and their Initiatives report on the Reports tab, under the Initiatives group. You can use the Default Restricted Access for New Users entry on the Customizations > Configuration tab to ensure that the restricted access checkbox is checked automatically for all new user account requests. Access Ending Date The Access Ending Date is the last date the user needs access to LEAD. Department(s) The Department(s) field shows the department(s) that the user is assigned to. In edit mode, select the Department(s) link to select the user's assigned department(s) on the Department Selection page. On that page, select View to view department information. |
 Figure 362: Admin > User Detail Screen - Additional Information Tab
Comments/Additional Info The Comments/Additional Info field captures any other information about the user account that is needed. |
 Figure 363: Admin > User Detail Screen - Administrative Tab
Manager Comments The Manager Comments field captures any needed administrative comments by the LEAD manager about the user account. |
 Figure 364: Admin > User Detail Screen - Preferences Tab
Default List Size The Default List Size determines the number of rows to display on screens with table lists (for example any of the screens under Resources). You can change the number of rows to display to the user's preferred value. For many wide screens, setting this value to 12 allows users to view all list entries without scrolling, and still enable them to use the page buttons to navigate between different pages, if needed. When I login, return me to where I left off When the check box for When I login, return me to where I left off is checked, LEAD will return the user to the last page/screen the user was on when they logged off. If the box is not checked, on login, the user will go to the Home > Dashboard screen. |
The actions that you can perform on a user depend on which Filter you are using to view the list of users. Here's what you can do by Filter: •Active Users oCreate New users (using oInactivate •Pending Users oAccept new users created from the Login screen (select Accept that shows when you edit the pending user). oReject new users created from the Login screen (select Reject that shows when you edit the pending user). •Inactive Users oActivate oDelete •Locked-Out Users (from entering their password incorrectly one too many times). oActivate a locked-out user (select Activate). •Deleted Users (lists users marked as deleted, if you do not see this option, then deleted users cannot be restored or activated). oActivate •Currently Logged in Users (no additional actions available, other than what is in the Actions column) |
If you have edit rights for users (either in general, or for your department), then you can reset the password for other users from this screen. Just select View This will reset the user's password and send them an email with a temporary password. They can then use the temporary password to regain access to LEAD (though they will have to change the temporary password to a new password once they log in). |
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. |