Introduction To User Management

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

The User Management page allows administrators to view, search, and manage user accounts.

For Plutora Test User Management, see here.

Send broadcast emails to users and user groups with the new Send Broadcast button.

Send Broadcast

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers.

To filter Users:

  1. Go to Settings > User Management.
  2. Click the grid column filter for the following columns:
    • First Name.
    • Last Name.
    • Email.
    • Portfolio Association.
    • User Groups.
    • Status.
    • User Role.
    • Activation Date.
    • Last Login.
  3. If the grid column filter is a:
    1. Search field: Type a search term.
    2. Drop down menu: Click to select a list item.
    3. Combo box: Click to select one or more checkboxes.
    4. Date field: Select a date and click Done.
  4. Press the Enter key to run the filter.

To clear a filter, click the gray cross. Gray cross

To search users:

  1. Go to Settings > User Management.
  2. Type your search query into the Search for User field.
  3. Select a user from the Search for User drop down menu.
  4. Click Search.
    Clear your search by clicking Clear.

To sort users:

  1. Go to Settings > User Management.
  2. Hover your mouse cursor over a column header.
    The header menu button appears.
    User Management Header Menu
  3. Click the header menu button.
  4. Sort the column:
    Ascending: Click Sort Ascending.
    Descending: Click Sort Descending.
    A green arrow pointing in the sort direction will appear on the column header.

Refresh your browser to clear sort patterns. 

It is possible to set which columns will display.

To show or hide columns using the grid column selector headings:

  1. Hover your mouse cursor over the right-hand side of a header until the header menu button appears.
    Header Menu Button
  2. Click the header menu button and select Columns.
    Header menu User Management
  3. Click to select column checkboxes.
    Header menu show and hide columns

Query Builder allows users to create and save their own private searches and use public searches. (No users permissions are associated with creating public searches.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.
QB drop down

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on the User Management page. See Manage Query Builder for more information.


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