People - Main Screen - Overview
The People screen contains the list of people along with several columns of summary data for each. To the left is a search and filter sidebar that is useful for narrowing down the list of people displayed.
* In the bottom right of the screen, you can choose how many people are displayed on the screen at a time. Select the number of people by clicking the relevant option, i.e. 10, 25, 30, 100.
- The buttons on the right side of the screen just above the list allow you to perform certain actions. If you select any of the people by checking the box next to the name on the left in the list, some of the other action buttons become available.
- Actions that may be executed for individual users are also accessible using the icon in the far right-hand column for each record.
Sorting
You can sort the list by any of the columns by simply clicking on the column header. For example, if you want to sort by “Access ID,” click on the Access ID column header. Click the column name again to show descending sort results.
Filtering
- You can use the “filter” options on the left side of the screen to refine the people list.
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For example, if you only want to see people with “Maintenance” authorization level, click the checkbox beside “Maintenance” in the Authorization Level option group. Search text in the people screen by entering any text in the bar at the top.
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You can apply more than one filter. Click the Clear at the top to remove any filters.
- You can collapse/hide the filter menu by clicking the < arrow next to Clear. Click the > arrow to expand it again.
- To only view people in a certain group, select the Group from the dropdown list below.
People - Main Screen - Selecting People (1 or more)
- To select a person, simply click on that person’s name. Clicking on the name will take you to the detail screen for that individual.
- You can also select one or more individuals from the people list by checking the box to the left of the person’s name. If more than one person is selected, the action options available for the selections will be updated on the screen.