Sage BMS Online Services Help
> Management > Users Control > Users Control summary screen

Users Control summary screen

Field

Description

Name

The user's last name and first name. Click a user Name to display the User details screen.

Email

The user's email address.

Organization

The organization to which the user is assigned.

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).

Sites

The number of sites to which the user is assigned.

Portal Last Login

The date and time that the user last logged on to Sage BMS Online Services.

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. You can unassign a user from a site in the dialog box that opens.
  • Mail icon Mail icon . Sends a registration email to a new user. For more information, see Adding a user.

Search

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