View users
On the Users page, you can view a list of users and download a report. You can also view the Review Setup teams to which a user belongs.
For information about the different user types and how to create users, see Work with User Administration.
Administrators as well as group leaders and group members with administrative access to the Users page can view the list of users. For information about how to set administrative access, see Grant administrative access.
To view a list of users:
On the Case Home page, under Security, click Users.
The list of users appears.
The following table describes the information in the users list.
Column |
Description |
Name |
The name of the user. |
Groups |
The group or groups to which the user belongs. |
Teams |
The Review Setup team or teams to which the user belongs. |
Category |
The user category (case administrator, group leader, or group member). |
Inactive |
Indicates a user who is no longer active in the case, and therefore cannot log in to the case. |
Disabled |
Indicates a user who cannot log in to any cases. |
If a user belongs to only one group or Review Setup team, the group or team name appears. To view the list of members in the group or team, click a link in the Groups or Teams column.
If a user belongs to more than one group or team, a number appears. Hover over the number to view the group or teams to which the user belongs. To view the list of members in the group or team, click the plus sign next to the user's name, and then click a link in the Groups or Teams column.
Download a list of case users
To download a report of all case users:
On the Case Home page, under Security, click Users.
Click Download report, and then select Summary.
Click OK.
Open or save the report.
Download a report with case details
To download a report of users with their associated case information:
On the Case Home page, under Security, click Users.
Click Download report, and then select Users with case detail.
Click OK.
Open or save the report.