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Column Name | Description |
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User Details | Displays the user name, email address, UserId, External systems the user has access to, and the Delete icon. The user will have an External next to their details if they are external to the firm.
Note: Hard delete depends upon External Systems permissions. |
Systems and Databases Connected | Displays the External Systems the user has access to. |
Groups | Displays the list of Groups the user is added to.
A job is triggered and the status is updated on completion of the job. The job status can be tracked in the Jobs tab. Click Filter to display the filter options. Show Dynamic Groups will appear if dynamic groups like z groups are hidden. Hide Dynamic groups appear if the groups are currently displayed. |
Matters | Displays the list of matters and the associated clients the user is granted access to.
A job is triggered to remove the user and the status is updated on completion of the job. The job status can be tracked in the Jobs tab. |
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Permissions | Allows User To |
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View Users and Groups | View Users and Groups tab. (Hides the Users & Groups tab) |
View-Dynamic-Groups | View Dynamic Groups |
View User Membership | View the Matters the user is associated to |
Edit User Membership | Edit user details in Users & Groups (Hides the Edit option) |
Delete User Membership | Delete Groups in Users & Groups (Hides the Remove option in Edit dialog) |
View Export Users to CSV | Allows to Export Users to CSV |
View Export Groups to CSV | Allows to Export Groups to CSV |