View User Summary

Open the User Summary panel to view information about a user in a printer-friendly format. The user summary panel is view only and includes the user details, user groups, access, default permission sets, and apps for the user.

To view the user summary:

  1. In the object selector, select Global Admin.
  2. In the sidebar, select Users.

    Note: This can also be done from the General page for a company. To access the General page, select a company on the Companies page.

  3. On the Users page, select the Context menu for a user row, and then select View User Summary.
  4. (Optional) Select the Print icon to print the user summary.
  5. Select Close when you are done viewing the user summary.

Last Published Monday, June 24, 2024