Contents of the User Management Page
Use the contents of this page to view, filter, create, activate, deactivate, and invite users.
Header Toolbar Contents
The following options are available on the header toolbar of the User Management page:
| Item | Description |
|---|---|
|
Page Title |
This displays the name of the page that you are currently viewing. |
| + New User | Click this button to create a new user for your A/E firm. |
Contents
| Field | Description |
|---|---|
| Admin/Author Limit | This displays the maximum number of
administrators and
authors whose
Status is
Active or
Pending Invite within your
A/E firm account at any given time.
Your A/E firm can have inactive administrators and authors beyond the limit. |
| In Use | This displays the number of administrators and authors whose Status is currently Active or Pending Invite within your A/E firm. |
| Contributor Limit | This displays the maximum number of
contributors whose
Status is
Active or
Pending Invite within your
A/E firm account at any given time.
Your A/E firm can have inactive contributors beyond the limit. |
| In Use | This displays the number of contributors whose Status is currently Active or Pending Invite within your A/E firm. |
User List
This list displays all the enrolled users and previews user information under the column headers. Each column has a filter field which you can use to filter the list of users based on a user attribute. The following columns are available:
| Field | Description |
|---|---|
| First Name | This displays the user's first name.
To filter the list of users by first name, enter a name in the filter field for this column. |
| Last Name | This displays the user's last name.
To filter the list of users by last name, enter a name in the filter field for this column. |
| This displays the user's email address.
To filter the list of users by email address, enter an email address in the filter field for this column. |
|
| Permissions | This displays the user's permission or level of access.
To filter the list of users by user permission, select Admin, Author, or Contributor in the filter field for this column. For more information, see User Permissions. |
| Office Master Access | This indicates if the user is part of the
office master access group and can access the
office master import and management module.
For a given user whose Permission is Admin or Author, click the checkbox to add or remove the user to and from the office master access group. |
| Account Admin | This indicates if the user is the
designated account administrator for your
A/E firm.
For more information, see User Permissions. |
| Discipline | This displays the user's discipline or nature of work.
To filter the list of users by discipline, select disciplines in the filter field for this column. For more information, see Disciplines and Professional Roles. |
| Role | This displays the user's role or position in the company.
To filter the list of users by role, select roles in the filter field for this column. For more information, see Disciplines and Professional Roles. |
| Status | This displays the user account's status: Active, Inactive, or Pending Invite.
To filter the list of users by status, select statuses in the filter field for this column. |
User Record Menu Icon
|
Click this icon to expand the menu and view available options for each user based on the user's status. The following list shows the available menu options for each status:
|
You can click a column header to sort the list of users by that header's column.
Page Controls
The following table shows the available options that you can use to configure how you can view the list of users:
| Item | Description |
|---|---|
| Rows | Select the number of users to display per page. You can display 10, 25, 50, or 100 rows per page. |
First Page Icon
|
Click this icon to view the first page |
Previous Page Icon
|
Click this icon to view the previous page. |
Next Page Icon
|
Click this icon to view the next page. |
Last Page Icon
|
Click this icon to view the last page |