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User details report
User detail | Description |
|---|---|
Display Name | User's name |
Universal ID | User's sign in name |
Email | User's email address |
Status | Active or Inactive If a user is Inactive, they have either not completed the registration process by selecting the Registration link in the email sent to them or the Administrator has disabled their account. |
Type | Regular or Administrator |
Bot User | Identifies a Human User Account or Bot User Account. |
Locations | Office address |
External | User belongs to another tenant and has been given access to this tenant through Setup , then External User Access section. |
Groups | In the Groups column, shows the groups assigned to this user. Select the number link to drill down for more details. |
Products | The Products shows the products associated with a user. Select the number link to open the report. This report shows the details about the product assignments for the user. In the User Product Assignment Report, select the ‘Y’ link for the product to see the User Product Permissions. When you select the hyperlink in the Products column also, it shows you the source of the user permissions for the selected users. |
Created | Date user was created. |
Last Login | Last Login shows the last successful sign in date for the user. This helps you meet certain compliance requirements surrounding user activity and system access. If a user has no sign in activity (ex: a new account, Inactive, hasn’t logged in), the cell will be blank. |
Clients | Lists the number of client assignments for the user. When you select the number link in the Clients column, the system opens the User Client Assignments Report. This report shows the details about the Client assignments and one or more sources for how the user was assigned the client. The Clients column in the User Details Report and the corresponding User Client Assignments Report only appears for Client Manager enabled firms. |
This article applies to:
- PRODUCT: ONESOURCE Platform
- Sub-Product: ONESOURCE Administration
- Subject: Reports
Related Content
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List of standard reports
Format:
Article,
3 min read