The Users List

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The Users list displays all the Users available in the Client that you are logged into. In Client 0, the list displays all the Users defined in the system.

Click the refresh icon at the top right-hand corner of your environment to refresh the current view.

The list displays the following columns by default:

  • Username

    Name of the User formed by the name and the corresponding department separated by a slash: Name/Department

  • Client (only in Client 0)

    Client in which the User is located

  • Client Title (only in Client 0)

    The Client's title as defined in the Client object (optional)

  • Last name

  • First name

  • Email1

The following columns are also available:

  • Email2

  • LDAP connection

    Indicates whether the User has specified the LDAP connection

  • Time zone

    Time zone as specified in the User object

  • Last

    Date and time of the User's last login

  • Archive Key 1 and 2

    Archive keywords as defined in the User object

  • Active

  • Locked

Adding Users

You add users from this list.

  1. You have two options:

    • Right-click anywhere on the list and select Add > Add Object.
    • Click the Add Object button on the toolbar
  2. On the Create User dialog, specify the Username.

    The name of a User object consists of the name and the department separated by a slash. The combination of name and department cannot exceed 200 characters.

    This combination must be unique within the Client in which this User will reside.

  3. Click OK. A new page opens where you can start with the User definition. For more information, see Users (USER).

Searching for Users

find users in the list,list of users, search for users in the list of users,user search

You have various ways of searching for Users from the Users list:

  • Using the global search

    The global search lets you find Users in the Client that you are currently logged into. This is true also if you are logged into Client 0.

    For more information, see Global Search.

  • Using the Search User box in the toolbar

    This box lets you search for specific Users in the current list. Type the text or part of the text you are looking for. The Users list restricts the hits to the Users that meet your search criteria.

    Note: For this type of search you can use the Username, the First name, the Last name, and, in Client 0, the Client and Client Title.

  • Using filters

    The filter function also lets you customize the content of the User list, but in this case using additional filter criteria. You can search for Active and/or Inactive Users as well as for Locked and/or Not locked Users. Client 0 also allows to filter the data of a certain Client.

    1. Click Filter to open the filter pane.
    2. Click Active to open this section and select Active or Inactive to see the corresponding Users.
    3. Click Locked to open this section and select Locked or Not Locked to see the corresponding Users.
    4. In Client 0, click Client to see the Clients available and select the relevant Client or Clients.
    5. At the bottom of the filter pane, click Filter to apply your filter criteria or Reset to go back to default (unchecked).

    Important! In Client 0, the Search User filter also searches for Users in Clients other than 0.

  • Tip: You can share filtered lists with other users. You can also bookmark the filtered list to be able to access it quickly next time. For more information, see Bookmarking and Sharing Links.

Exporting to CSV

You can export the content of the list. For more information, see Exporting Tables to CSV.

See also: