Users Form

Use this form to view and manage all users who are currently saved in PPM Administrator.

Field	Description
Find User	At the top of the Users form in detail view, enter a partial or complete name or user ID in the Find User field to find and select an existing record or set of records that you want to view or edit. You can also click the filter drop-down arrow on the left side of the field to search for all available users. The application searches for entries in the following fields: First Name, Last Name, User ID. For more information, see Use the Find Field. In list view, however, this field is read-only. Next to it, the total number of records in the search results displays. To find users, click at the upper-right corner of the grid.
	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+New User	Click this button at the upper right of the form to add a user. Enter information for the user on the various tabs in the detail view.
	Click this icon to display the Users List View. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid. You can also export the data in the gird as a .CSV file and download it. For more information about the common buttons and options and how they function, see Learning the Basics .
	Click this icon to switch to Users Detail View, and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, the detail view is used by default when you open hub forms.
User ID	When you select an existing user to view on the Users form, the user ID displays at the top of the form below the form header.
Last modified date, time, and user	On Users Detail View, the last modified date, time, and user name display below the User ID to indicate when the corresponding record was last modified and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
Other Actions	Depending on whether you are on Users List View or Users Detail View, you can perform actions such as copying, exporting (all or selected) to CSV or XLSX, or deleting users by accessing this drop-down menu and choosing the appropriate option. For more information, see Other Actions Drop-Down Menu.
	These grid header options only display on Users List View. These options allow you to expand to full screen, filter the list, download the data to CSV, and select columns by clicking the corresponding icon. For more information, see Working with Grids.
Save	This button only displays when you make changes to a record, replacing Other Actions. Click it when you are done with changes.

Field	Description
Grid Columns	Use these columns to view and manage user records on Users List View: FIRST NAME: This column displays the user's first name. You can change the first name. LAST NAME: This column displays the user's last name. You can change the last name. USER ID: This column displays the user's unique ID. ASSIGNED TO PRODUCTS: This column displays the PPM products to which the user has been assigned. PRIMARY ROLE: This column displays the user's primary role. You can change the primary role by clicking the drop-down field and selecting a role from the list. DOMAIN: This column displays the user's Windows domain.
Tabs	Use these tabs to set up detailed information for new users on Users Detail View: GENERAL: Use this tab to define tthe general details on a user's profile. ADDRESS: Use this tab to enter information about the user's address. GROUPS: Use this tab to add a group to a user record or remove a group from the user record. LOCKS: Use this tab to display a list of objects that a user has opened. PRODUCTS: Use this tab to view all installed Deltek products to which a selected user has been assigned. It also helps you assign the user to a product. For Deltek PM Compass, you can only assign users to a license by assigning them to a product. Authentication: Use this tab to assign appropriate authentication rules to users when they log in to a PPM product. It also allows you to enable or disable a user login.

Attention: For more information on other tasks related to Users, see How to....