Most pickers operate in the same way. However, the User/Group Picker has several features that other pickers do not.
Note: If a User Administration design has been imported, the content of the User/Group picker (in User view) can vary. The Find window and sort order can also vary depending on the optional design created in uDesigner.
To filter the user/group list
The list of users and groups in your company may be very long. To make reading the picker list easier, you can filter the names on the list by project/shell and by user or group, or both.
To filter the list by project or shell, use the List Names From field and choose the name of the project or shell. (This filter option is usually available only to administrators; for example, when an administrator is adding project or shell members.)
To filter the list by user or group, use the Show By field to display users, groups, or both users and groups on the list.
To select a user or group
- To select a user or group for an action, select the name. To select multiple names, hold down the Ctrl key while you click the names.
- To add the names for the action, click Add. Unifier displays the names at the bottom of the window.
- Click OK.
To remove a user or group
If you change your mind, you can remove a name from the action as follows:
- At the bottom of the window, select the user or group you want to remove. To select multiple names, hold down the Ctrl key while you click the names.
- Click Remove. Unifier removes the names from the bottom of the window.
- Click OK.
To view a user’s profile
To view a user’s profile, select the name and click the View Profile button. Unifier displays the View User Profile window, showing work information for the user.
To see a list of group members
To see a list of the members in a group, select the name of the group and click the Members button. Unifier displays the Member List window.
