User Detail View

Only the system administrator and users with an administrator role can access these features.

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section.

How Do I?

Open the User Detail view

Use the Lookup to search for user records

Open a group

Switch to the List view

Information Boxes

The user information boxes contain the primary information about the user.

Detail View Tabs

Each tab shows specific information related to the user's profile. Click a link to see more information about each tab.

Client System

Other Calendars

User's Calendar

Department Membership

Security

User Team Members

Employee

Service/Support

User Team Membership

Notes

Team Membership

 

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Adding a User

Understanding Users

Adding Team Members

 

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