User Picker and Group Picker

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.

This is an example image of what the user and group picker looks like. It has two lists: An available items list and a selected items list.

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

  1. 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.
  2. To add the names for the action, click Add. The names are displayed at the bottom of the window.
  3. Click OK.

To remove a user or group

If you change your mind, you can remove a name from the action as follows:

  1. 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.
  2. Click Remove. The names are removed from the bottom of the window.
  3. Click OK.

To view a user's profile

To view a user's profile, select the name and click the View Profile button. The View User Profile window is displayed, showing work information for the user, including their Title, E-Mail, Phone Number, and Company Address. Use the drop-down list to view the user's information for either the company or shell level.

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. The Member List window is displayed. To remove a user from the list, clear the checkbox beside their name.


Last Published Monday, August 28, 2023