User Summary Page

Access the User Summary page for a user by clicking the user's name anywhere it appears in the site. The most common navigation paths for doing so are detailed below.

Users Page Navigation Path

1. Click Search on the upper navigation bar, and then click Users.
2. Enter search criteria, such as the first and last name of the user, and then click Search.
   
   
3. Click the user's last name.
   
   

Workload Page Navigation Path 

1. From the Dashboard, click the workload page that contains one of the user's requests.
   
   
2. Click the user's name.
   
   

Requests and Decisions Page Navigation Path

1. Click Search on the upper navigation bar, and then click Requests & Decisions.
2. Enter search criteria, such as the first and last name of the user, and then click Search.
   
   
3. Click the user's name.
   
   

Organization Summary Page Navigation Path

1. Click Search on the upper navigation bar, and then click Organizations.
2. Enter search criteria, such as the name of the organization to which the user belongs, and then click Search.
   
   
3. Click the organization name.
   
   
4. Click the Contacts tab.
   
   
5. Click the user's name.
   
   

The User Info tab displays the information of the user as provided during the account creation process.

• This includes the user's name, telephone number, email address, and role.
  • The included information may vary depending upon the use of User Custom Fields.
• The Contact Change Log provides a record of changes made to the user's information.
• The Contact Email History link provides a record of all emails sent through the system to the user.
  • Emails can also be sent to the user from this tab.

The Organization tab displays the information of the organization as provided by the user during the registration process.

• This includes the organization's name, address, primary contact, website, telephone number, email address, and EIN/Tax ID.
  
  • The included information may vary depending upon the use of Organization Custom Fields.
• The Organization Change Log provides a record of changes made to the organization's information.
• The Organization Email History link provides a record of all emails sent through the system to contacts within the organization.
• Users can be added to multiple organizations from this tab.

The Request History tab displays all requests from that belong to the user. It also provides the option to manually enter a request for the user.

The Comments tab provides the option to record comments specific to the user and displays any existing user comments. Previously recorded comments can be viewed, edited, and deleted. A comment can be pinned.

The Documents tab provides the option to upload documents specific to the user and displays any existing user documents. Previously uploaded documents can be viewed, edited, and deleted.

The Follow Ups tab displays all follow ups that are assigned to the user. Currently, this page is only visible to users with the administrator role. This includes grants managers and auditors.