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.