Managing users

Administrators can view user information. To add or update users on the Diligent One Platform, see Adding and managing users.

View a user

1. From the left menu, select Administration then Users.

2. On the Users page, you can view the First Name, Last Name, Email, and whether the user is Active.

3. To see user information, select the Action button.
   

4. On the Edit User page, you can view the user's information which includes but is not limited to the following fields:

   • Personal Information

     • First Name, Last Name, Middle Name, User Name, and Title.
       

     • User Information

       • Access group: The Security Group to assign the user to. See Managing security groups (user roles).

       • Language: English is the default. Another language can be the user's default document language. The document must be translated and available in the language for the user to view the document.

   • Business Information: Your organization may add External Fields for your business processes. The fields can be used for reporting and grouping users. External Fields primarily help you define who should may access the document (for example, the Target Audience).
     

   Common examples include the following:

   • Role

   • Function

   • Business Unit

   • Region

   • Location / Site

   • Flag or Status to indicate Employee, Contractor, Vendor, and so on.

   • Employee Status, for example, Part-Time, Full-Time, Contract, Contingent Worker, and so on.

   • Supervisor Name

   • Contact Information

     • Contact information, such as the office address, city, location and so on, can be updated.

5. Select Save to leave the page.