Knowledge Base > Settings > User Management

User Management

Introduction

The User Management feature in Plutora enables you to view, search, and manage user accounts.

For Plutora Test User Management, see Manage Users In Plutora Test.

Pre-requisite

To be able to access the ‘User Management’ feature, you must be an administrator.

Settings > User Management.

User Management Grid Layout and Features

On the User Management page, you can:

Search Users Using Live Search

To filter users using ‘Live Search’, enter a full or partial user name and click .

You can also search a user from the drop-down menu next to ‘Live Search’.

Click

and select a user from the drop-down. Then click

Clear your search by clicking .

Filter Using Grid Column

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

Grid Column Selector is available for the following fields:

First Name.
Last Name.
Email.
Portfolio Association.
User Groups.
Status.
User Role.
Activation Date.
Last Login.

For more information, see Search/Filter by column.

The following columns lack a grid column filter:

Is from AD: This fields stats if the user is from AD (Active Directory). Users that were added through SSO will have a ‘Yes’. Users that were added by adding a user through Plutora will have a ‘No’.
User Level Action: Contains the action buttons for Edit, Reset, and Delete.

Sort Users

To sort users, click a column header once to sort in ascending order and twice to sort in descending order. For more information, see Sort Column Header.

Show and Hide Columns

You can show or hide these columns using the grid column selector. Hover your mouse cursor over the column header to see .

Click the button and select Columns. The list of columns available on the grid will be displayed. Select or deselect the checkboxes to show or hide columns.

Navigate Between Pages

Page navigation buttons and fields are at the bottom of the User Management page:

Click to navigate forward
Click to navigate backward.
Type a page number and press Enter on your keyboard.
Click to refresh the page.

Use Query Builder

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

Click to open the quick access menu, which lists private and public queries.

To use Query Builder, click . See Manage Query Builder for more information.

User Management Buttons

The buttons along the top of the User Management page are:

: Click to send broadcast emails to users and user groups. Refer to broadcast emails.
: Click to reassign the assignee from one user to another. Refer to Reassign Assignee.
: Click to manage user permissions in Plutora. Refer to Manage User Permissions.
: Click to manage the user groups in Plutora. Refer to Manage User Groups.
: Click to add a new user. Refer to Add Or Edit Users.A