User Summary screen

List of fields on the User Summary screen
Field Description

Name

The user's last name and first name. Click a user Name to view and edit User Details screen.

Email

The user's email address.

Role

The roles assigned to the user. A user can have several roles within the same group. For example, two Sage Operations roles, or two Partner roles. For more information, see User roles.

Status

The status of a newly created user is Inactive. The status of a user with a registered Sage ID account is Active. If you lock a user in the portal, the status of the user is Active (locked).

Actions

Icons to perform actions on the user.

  • Lock icon Lock icon. For more information, see Locking a user.
  • Unlock icon Unlock icon. For more information, see Unlocking a user.
  • Delete icon Delete icon. For more information, see Deleting a user.
  • Viewing sites icon Sites icon. For more information, see User Sites dialog.
  • Mail icon Mail icon . Sends an email to the user to create a Sage ID account. When the user creates this account, the user is added to Sage Provisioning Portal.

Search

Displays the search box. Enter a keyword in the box and press Enter to display users containing the keyword.