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User Summary Page Overview

    User Summary Page Overview

    Purpose

    Use the User Summary page to search for and view the list of users for whom you can set permissions. You can also designate a system administrator, specify primary and secondary contacts, deactivate or reactivate a user, or open pages that allow you to view, copy, set up, or edit permissions for a selected user.

    Description

    The content area of the User Summary page displays the following sections:

    • Search and filter criteria - Allows you to search for records that match your criteria
    • Show Active User and Inactive User button - Allows you to toggle between active users only or active and inactive users
    • Save and Cancel buttons - Allows you to submit or cancel requested changes 
    • User Summary List - Displays general information for all records on the page
    • Page Navigation - Allows you to navigate from page to page, if multiple pages exist

    Tasks

    You can perform the following tasks on the User Summary page. Depending on your user role, you may not be able to perform all tasks.

    • About the User Summary Page
    • Access the Copy User Permissions Page (Internal Users)
    • Access the Edit User Permissions Page (Internal Users)
    • Access the View User Permissions Page (Internal Users)
    • Deactivate or Reactivate a User (Internal Users)
    • Designate Dealer Administrator and Contacts
    • Grant or Remove access to DBS
    • Retrieve a List of New or Updated Users
    • Search for a Dealer User (Dealer Users)
    • Search for a Dealer User (Internal Users)
    • Search for an Internal User (Internal Users)
    • About the User Summary Page
    • Access the Copy User Permissions Page
    • Access the Edit User Permissions Page
    • Access the View User Permissions Page
    • Deactivate or Reactivate a User
    • Designate Dealer Administrator and Contacts
    • Filter the User Summary by Position
    • Grant or Remove Access to DBS
    • Retrieve a List of New or Updated Users
    • Search for a Dealer User by Dealer Code (Dealer Number)
    • Search for a Dealer User by Name
    • Search for a Dealer User by Hierarchy
    • Search for an Internal User by Hierarchy
    • Search for an Internal User by Name
    • Search for an Internal User by User ID

    Workflows

    One or more tasks in the following workflows are performed on the User Summary page.

    • User Summary Workflow
    • View User Permissions Workflow

    Page Preview

    User

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