USERS

The Users panel, accessible from the Catalyst main menu, lists all of an organization's users configured with access to Catalyst (a user's Status must also be set to Active). An Add User function is available to create and configure a new user (Add User panel) and existing users can be edited (Edit User panel) by either selecting their name or Edit (under Actions).

Important: The Users panel is only available (view or edit) to users assigned to the Tenant Admin role. Users assigned to the Tenant Admin  role can't edit another user that belongs to the Tenant Admin role.

Panel Tools

The Users panel includes the following tools: search and create a new user.

Search

The search tool provides the ability to locate a specific user or users, by Name, Email (username), or Role. Note: Search ignores Status (Active and Inactive).

  • The list auto-updates as soon as one (1) character is entered in the search tool; selecting Enter or the search icon isn't necessary to trigger the system to search (although selecting either will trigger the search function slightly faster).
  • Search returns matches for any part of a user's name, email address, or role, for example, a search for te would return all of the following users: Tate Smith, Teia Stone, Mary Updite, lisa.jones@temail.com, and users assigned to the Tenant Admin role.
  • Restore the list to all users by clearing the search input.

ADD USER

The Add User function opens the Add User panel, where a new user can be created and configured.

Users List

The users list contains all user profiles configured in Catalyst. Select an existing user's name or the Edit function (under Actions) to edit their information in the User Profile panel.

Important: Users assigned to the Tenant Admin role can't edit another user that belongs to the Tenant Admin role.

Name

The Name column provides the First name and Last name of the user, as configured in their profile in the User Profile panel. Select a user's name to open their profile in the User Profile panel.

Email (username)

The Email (username) column provides the Email address (username) of the user, as configured in their profile in the User Profile panel.

Role

The Role column provides the Role of the user, as configured in their profile in the User Profile panel.

Status

The Status column provides the Status of the user, as configured in their profile in the User Profile panel.

Actions

The Actions column provides a function that opens the Actions menu for the corresponding user. There is 1 (one) available action. Note that the availability of the menu depends on the current logged in user's role and permissions, so it may not be available for all users.

Edit

The Tenant Admin role can only edit users that belong to the Power User or User role. Users that belong to the Tenant Admin role can view the configuration of other users that belong to the Tenant Admin role, but can't edit the configuration of those users. A user that belongs to the Tenant Admin role can edit their own configuration.*

*The password change functionality is only available from the Profile panel.

Total

The Total value at the bottom of the panel provides the cumulative number of users.

List Navigation

The list navigation tools at the bottom of the panel provide the ability to navigate the list of users.

  • Use the Go to page function to open a specific page by entering it in the provided field.
  • Use the numeric page functions to navigate one page at a time.
  • Use the last page >> and first page << functions to navigate to the end or start of the list.

Updated: 081026