Working with the Master User List

For an overview that includes definitions of key terms, examples, and an organizational diagram of Users and Employees, see Admin Module Overview.

Instructions for the Master User List are shown in the following table:

To go immediately to a step, click any of the links below.

1. To filter your view, from the Master User tab, click the Filter dropdown list, and select any of the following:
   • Active Users,
   • Inactive Users
   • Deleted Users
     Deleted Users are listed for convenience, but cannot be used.
   • All Users, the default.
2. To create a new User, click the Create User button.
   The Create New User page opens.
   
   
   
   
   

3. At Select Hierarchy Level, select the User's current hierarchy level.

4. Enter information into the next six fields.

5. At Survey Type click the down arrow to select a survey type.

6. At Alert Handling, to include the user in Alert handling, select the checkbox.
   Selecting this checkbox allows the User to edit Alerts from the Customer History report page.

7. At Notifications, select the relevant notifications checkboxes for the User.

8. At Roles, to select a role, from the column on the right, click the + sign for the role you want to assign to the User.
   The role you clicked moves to the column on the left.

9. Click Create.
   The new User is now listed in the Master User List.

10. To search for an existing User, in the search box, enter the first, last, or User name, organization name, or email address, then click .

11. To deactivate a user, click Edit to the left of the user's name. For immediate deactivation, unclick the Active box. Click Update to save this change.
    The system will allow a user deactivation as long as the user is not linked to Open Closed Loops or Opportunities. If either are open, the system will display a pop-up with a link to access the relevant Closed Loop/Opportunity list. Define a new assignee from this area and you will be able to then proceed with the user deactivation.

12. To edit a User record, search for the User record, and then at the end of the row, click Edit.
    The Edit User page opens.
    
    
    
    
    

13. Enter changes in fields, checkboxes or roles, then click Update.
14. To return to the Master User List, from the toolbar, click
15. To delete a User, search for the User record, and then at the end of the row, click Delete.
    A message asks " Are you sure you want to delete this user?
16. Click Yes.
    The following occurs:
    • The deleted User can be viewed only in the Master User List, when filtered for Deleted Users, as described in Step 1.
    • The deleted record is retained in the ClearView database and it cannot be used again as a username.
    • Employees are no longer assigned and their records are maintained with their current status.

See also:

Admin Module Overview

Working with the Auto-Created Employee User List

Working with the Employee List