View User Account Details

A user account contains details about the user, the user's assigned roles, a list of actions with limit overlaps, and a history of changes.

Complete the following steps to view a user account:

1. Select Admin from the application menu , then click Users in the left pane.

   

   User Management

2. In the User Management section, click the Username of the user account to open the User Account Details window.

   

   User Account Details Window

3. Select Admin from the application menu , then click Users in the left pane.

4. Click the Username of the user you want to view in the User Management section.

5. The User Account section lists the following details about the user:

   

   User Account - User Details

   • Username — The unique ID for the user account.

   • First Name — The user's first name.

   • Last Name — The user's last name.

   • E-mail — The user's e-mail address.

   • Is SSO User checkbox — Indicates if access for the user account is permitted via SSO:

     • Selected: The user account is allowed to access Gotransverse via SSO.

     • Not selected: The user account is not allowed to access the Gotransverse application via SSO.

   • SSO Username — The unique username for SSO users.

   • Enabled checkbox — Indicates if the user account is active:

     • Selected: The user account is active and the user can log in to Gotransverse.

     • Not selected: The user account is inactive and the user cannot log in to Gotransverse.

     Enabling and disabling a user's account is used as a long-term solution to manage access to Gotransverse. For example, an employee's access can be disabled on their termination date.

   • Locked checkbox — Indicates if the user account is locked:

     • Selected: The user account is temporarily locked and the user cannot log in to Gotransverse. The user must contact an administrator to unlock the user account.

     • Not selected: The user account is not temporarily locked and the user can log in to Gotransverse.

     Typically, locking and unlocking a user's account is used as a short-term solution to manage access to Gotransverse for an otherwise enabled and active user account. For example, when a user forgets their password and has three failed log in attempts, their account is locked until the issue is resolved.

   • Expired checkbox — Selected if a user's password has expired and they have not attempted to login since it expired.

   • Expire Password checkbox — By default, this checkbox is selected, which indicates that the password will expire for this user ID, and the user will have to change it at intervals.

6. The Roles section lists the names of all roles assigned to the user account. Refer to Manage User Roles for more information.

   

   User Account - Roles Section

7. The Actions with Limit Overlaps section identifies which actions have overlapping limits and to which roles that limit belongs. Review the Limits section when changing the roles assigned to a user to find any potential conflicts or when trying to troubleshoot a user’s permissions. When a user is assigned multiple roles, where some of the roles have limits and others may not, a principle of the highest level of access is followed.

   

   User Account - Actions with Limit Overlaps Section

8. The History section displays a list of all changes made to the user account.