The All Users grid allows you to access user profiles for Applicants, Administrators, Reviewer Chairs, Reviewers, References, and Contacts (if you utilize Stewardship Management).  You can directly access these user profiles to view account information and history, and to control the user's access into the system.

Access All Users grid
  • Login to your administrator portal
  • Go to Site > Users > All Users
  • You will see the following tabs:
All Users: Displays all users and all accounts with any permission level in your system
Applicants: Displays all users with access to the Applicant portal (this may include Administrators)
Administrators: Displays both of the default admin roles (System Administrator and IT Administrator) as well as any custom client-defined roles
Reviewer Chairs: Displays all users who are designated as Chair of at least one reviewer group
Reviewers: Displays all users who have been invited to review in the system
References: Displays all accounts established as reference provider accounts; accounts are established for each unique address entered by applicants on a Reference Questionnaire
Contacts: Displays all accounts established as donor contacts (Stewardship Management only)

Search for user with tabs and column headers
  • Select the applicable tab from list above
  • Use either the Display Name, Primary Email address, or Customer UID column to type in keywords
  • Hit Enter 
  • Click View in the applicable row to go directly to the user's account
Search for user with search bar
  • In the search bar, begin typing to search by name, email address or user ID
  • Matching options will populate in a dropdown menu
  • Click on user to go directly to account