Managing users

Administrators can view user information. To add or update users on the Diligent One 平台, see 添加和管理用户.

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: 贵组织可能会为业务流程添加外部字段。这些字段可用于报告和分组用户。外部字段主要帮助您定义哪些人可以访问文档（例如，目标受众）。
     

   常见示例包括以下各项：

   • 角色

   • 职能

   • 业务单位

   • 地区

   • 位置/站点

   • 标志或状态，用于表明用户身份，例如员工、承包商、供应商等。

   • 员工状态，例如兼职、全职、合同工、临时工等。

   • 主管姓名

   • Contact Information

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

5. Select Save to leave the page.