User Management

You have the option to add users manually from the Users form in detail view, or switch to list view and select Other Actions and then Import your users.

User information, such as email address, is used to notify users. Each user is assigned to one or more products, such as Cobra or Open Plan.

Attention: For more information, see Users Form.

The Users form uses standard navigation:

• To add a user, click New User in the upper right corner. For more information, see Add a User.
• To find a user, start entering characters in the Find field at the top.
• To access the detail view, click . To switch to the list view, click .
• These grid header options expand to full screen, filter the list, export data as a Comma-Separated Values (.csv) file, and select columns.
• To import users, in the list view, select Other Actions > Import from File or Import from Active Directory. For more information, see Import Users from a File or Import Users from Active Directory.
• To sort the list, click any column title.

Attention: For more information about the common buttons and options, see Learning the Basics. For adding and importing users, see How to....