Users Page

The Users page lists all of the active and inactive user records. Here, user-specific information can be reviewed within the page or by opening the full user record.

This page also offers inline editing and bulk editing for many fields, including locations, user roles, report roles, mobile phone and active status.

New users can be created from the users page with the + Add user button. Learn more about how to create a new user, and user setup, security, and location access.

API Managed Users

For API-managed users, editability is controlled by the setting on the API User Permissions tab of the Security & Permissions page. When this setting is disabled, API-managed user records are read-only and cannot be edited.

Security

Users page Permissions are found in the Permission Tree as follows:

Administration
- Users
  - View Users
    This Permission does not grant access to the Security and Permissions page
  - Edit Users
  - Edit My User Employee Link
  - Create & Impersonate Users
- Report Roles
  - View Report Roles
- User Roles
  - View User Roles & Permissions

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation Steps

Open the Admin application.
Expand the Users & Security category.
Select Users.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Users Page

Buttons and Fields

	Button/Field	Description
1	Add user button	Opens a new user record.
2	Table views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views.
3	Table actions	Search - Filters the table for the entered text. Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Menu - Contains the following additional table actions: Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view. Row Height - Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences. Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.
4	User details	Details for the user record, including editable fields. Learn more about inline editing user details. Click the 'Full name' field to open the user record.
5	Bulk edit checkbox	Selecting at least one row will open the action barwith bulk edit actions. Learn more about bulk editing user details.
6	Action bar	Displays the number of rows selected by checking the bulk edit checkbox and the bulk edit actions: Edit icon - opens the bulk edit wizard. Learn more about bulk editing user details. Close icon - deselects all user records and closes the action bar.

Columns

Button/Field	Description
Full Name	The full name of the user.
Username	The login ID for the user.
User Email	The user’s email address. When an employee record is linked to a user record, the email address from the employee record overwrites the ‘User Email’ field.
Email Status	Indicates if the user’s email address is verified. This column is only available for brand-managed instances.
Default Location	The default location of the user.
User Locations	The location(s) the user has access to.
User Roles	The user role(s) assigned to the user.
Report Roles	The report role(s) assigned to the user.
Active	Indicates the current active status.
Employee Link	Indicates if the user record is linked to an employee record.
Linked to	Displays the employee the user record is linked to. Click to open the employee record.
Mobile Number	The user’s mobile phone number.
Grant Access Override	Indicates if the user can grant access beyond their access level. Learn more about managing access to security & permissions. Click to toggle on or off.
Last Login	The most recent successful login timestamp for the user in date and time format. Shows a blank value if the user has never logged in.
Created by	The name of the person who created the user record in the system.
Created on	The date the user record was created.
Modified by	Name of the person who last updated the user record.
Modified on	Date when the user record was most recently updated.