View an User

Overview

Effective user management is critical for maintaining security, ensuring proper access control, and streamlining operations within any partner ecosystem. The platform's user management capabilities provide administrators with granular control over who can access the system, what they can do, and which data they can see. This detailed view of individual user profiles is essential for program managers and super administrators to oversee their team and partner users, ensuring that each user has the appropriate permissions and support to perform their tasks efficiently.

From this centralized view, administrators can quickly identify a user's role, their assigned partners or territories, and review their activity. This functionality supports various administrative tasks, from onboarding new team members and partners to adjusting permissions, troubleshooting access issues, or even temporarily impersonating a user to provide direct support or verify workflows. The ability to manage user accounts comprehensively helps maintain the integrity and efficiency of the entire partner program.

Accessing User Details

Click Amanda Messick to view the user's details.

This screen displays the detailed profile of a selected user within the Administration module, providing a comprehensive view of their personal, professional, and system-related information. Administrators use this view to review user credentials, contact details, assigned roles, group memberships, and other configuration settings. The various sections on this page, such as 'User Information', 'User Settings', 'Groups', 'Roles', 'Countries', and 'Users Assignment History', consolidate all relevant data about a user, enabling administrators to quickly assess their permissions, responsibilities, and historical assignments within the platform. This centralized view is crucial for managing vendor-side users, ensuring proper access control, and maintaining an accurate record of user activities and configurations.

Review the detailed information for the selected user, including their personal details, system settings, assigned groups, roles, countries, and assignment history.

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User Information

User Settings

Groups

Roles

Countries

Users Assignment History

Click the Assign To button.

Assigning Records to Users or Groups

This dialog box facilitates the assignment of records to specific users or groups within the platform, a critical function for managing access control and workflow distribution. Administrators use this feature to delegate ownership or viewing rights for various entities, ensuring that the right personnel have the necessary permissions to interact with specific data. The assignment can be configured for individual users or entire groups, and the level of access (Read/Write or Read Only) can be precisely defined, aligning with the platform's role-based access control mechanisms. This ensures data security and operational efficiency by controlling who can view, edit, or delete records.

Select the user or group to whom the records will be assigned, and then choose the appropriate access level.

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The Assign Records dialog allows administrators to control access to specific records by assigning them to individual users or groups. This feature is crucial for implementing granular access control and ensuring that only authorized personnel can view or manage particular data within the platform. By assigning records to groups, administrators can efficiently manage permissions for multiple users simultaneously, aligning with the role-based access control mechanisms of the UPM. This dialog also defines the access level, determining whether the assigned user or group can only view the record or has full read/write permissions, which includes the ability to edit and delete.

Select the desired groups to assign the records to and specify their access level.

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Managing User Impersonation

Click the Request Impersonation button.

This screen displays a list of user impersonation requests, which are formal requests made by a user to temporarily assume the identity and access privileges of another user within the platform. This feature is typically used for support, troubleshooting, or auditing purposes, allowing administrators or authorized personnel to experience the platform from another user's perspective. Each request includes details about the requestor, the user to be impersonated, the requested duration of access, and its current approval status. This list enables administrators to review, approve, or deny these requests, ensuring controlled and auditable access to user accounts.

Review the details of the pending user impersonation request.

Column Headings

Click the Impersonate button.

Performing Account Management Actions

Click the Permanent Delete button.

Click Change Username.

This dialog box allows administrators to modify the user name associated with a vendor-side user account. The user name is typically the email address used for login and identification within the platform. Changing the user name here updates the primary identifier for the user, which can impact their login credentials and how they are referenced in system communications. This action is part of the broader user management capabilities within the Administration module, ensuring that user account details remain accurate and up-to-date.

Click the "Save" button to apply the changes to the user name.

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Click the Resend Impersonate Email button.

Click the Send a Welcome Email button.