Users

• To filter the list, type in the filter field and press Enter, or click in the filter field and select a filter type, then select a filter value from the available options or enter a filter value. You can add as many filters as you wish.
• To remove the search filter, click the x associated with the filter.

1. Click the icon on the toolbar of the list. This will open the column chooser.
   
2. Select the check boxes corresponding to the columns you want to display. The device list will update automatically.

NOTE  Workplace will remember the selections you've made, but you can change the configuration of the page any time you want. This provides you with a powerful administration tool that allows you to track the precise status of all your team's devices.

Click on a row in the user list or right-click and select View User.

The user detail view opens, with the details, quota and utilization information in the top pane, and lists of devices associated with the user, project synchronization and session data will appear in the lower half of the page.

NOTE  All management options you can access from the right-click menu of the team list can also be accessed on this page.

1. On the user list, right-click on a row and select Edit User, or open the User Detail view and click the Edit User button. The Edit
   
2. Make changes to fields as needed.
3. Click Save Changes.

To initiate a password reset, click on the Send Password Reset Email button on the User Detail page, or use the user list right-click menu.

The user will receive an email with a link to the Reset Password page.

NOTE  Unless and until the user resets the password, the old password will remain in effect.

To resend the Welcome email users receive when they are initially set up, click the Resend Welcome Email button on the User Detail page, or use the right-click menu on the user grid.

1. Customize your view of this list using filters, the column chooser, drag and drop column order, and/or column sort order.
2. Click the Saved Filters button and select Save current filter. This will open the Save Filter popup:
   
   
3. Enter a name for your filter.
4. Optionally, select the Schedule report from filter check box. If you do not wish to schedule the report, skip to step 6.
   
5. Complete the scheduling fields as follows:

Field	Definition
When to create the report (Daily, Weekly, Monthly)	Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month. NOTE  If you select a day of the month that the month does not contain (for example, a report scheduled to run on the 31st of every month will eventually run in February, which only has 28 days), the report will run on the last day of the month in that instance.
Time	Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00.
Time Zone	Select the time zone you wish to use for scheduling this report.
Send by email	Begin typing the name or email address of the recipient, or click the icon to select a name from available recipients.

6. Click the Save button.

1. Click the Saved Filters button.
2. Click the name of the saved filter you wish to open.

1. Click the Saved Filters button and select the filter you want to schedule as a report.
2. Click the icon in the upper right corner.
   
3. Select the Schedule report from filter check box.
   
4. Complete the scheduling fields as follows:

Field	Definition
When to create the report (Daily, Weekly, Monthly)	Select a radio button to set the report occurrence frequency. If you select Weekly, you must also select a day of the week. If you select Monthly, you must also select a day of the month.
Time	Enter the time at which the report should be generated in HH:mm format. This field using a 24-hour clock rather than AM/PM. If you wish to schedule a report for 2:00 PM, for example, you would enter 14:00.
Time Zone	Select the time zone you wish to use for scheduling this report.
Send by email	Begin typing the name or email address of the recipient, or click the icon to select a name from available recipients.

5. Click the Save button.

1. Click the Saved Filters button and select the report you want to schedule.

2. Click the icon in the upper right corner.
3. Modify the schedule as needed.
4. Click the Save button.

1. Click the Saved Filters button and select the filter you want to schedule as a report.
2. Click the icon in the upper right corner of the report.
3. Click the Delete button in the confirmation popup.

1. Click Export.
2. Select CSV or XLSX.

NOTE  The CSV option will generate a semicolon delimited .csv file. If your location- or language default is comma-delimited, select XLSX!

3. If you selected XLSX (recommended for English-language users, because the CSV file is semicolon-delimited not comma-delimited), the Excel file will open.

If you selected CSV, a semicolon delimited .csv file is generated and downloaded to your computer.