Users tab

The Users tab contains a list of all users for the selected client. Clicking on a user in the list opens the User Details pane, in which you edit details and manage permissions and notifications for the selected user.

You perform the following tasks on the Users tab:

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User list pane

#	Field	Description	Notes
1	User list actions
	Filter	Filter the user list by user name. Type the name in the field. The user list updates to match your entry.
	+New User	Opens the Create New User User dialog box so that you can add a new user. For more information, see the following: Adding a new user. Create New User dialog box.
	Show Active Users Only	Select to display only active users in the user list. Only active users can log in to the UniFocus login screen.
2	User List
	_Column
	Email Address	Email address of the user.	Read-only.
	Full Name	Full name (first and last name) of the user.	Read-only.
	Active	Select to activate a user. Clear to deactivate a user. For more information, see Activating and deactivating a user.

User Details pane

#	Field	Description	Notes
3	User details section
	Full Name	Full name (first and last name) of the selected user.	Read-only.
	Email Address	Email address of the selected user.	Read-only.
	Description	Job title or role of the selected user.	Read-only.
4	User action buttons
	Clone User	Opens the Clone From dialog box so that you can copy settings from one user to another. For more information, see the following: Cloning a user. Clone From dialog box.
	Edit User	Opens the Edit User dialog box so that you can edit user information. For more information, see the following: Editing a user. Edit User dialog box.
	Make/Remove Security Admin	Use to add or remove a user's access to UniFocus User Administration.	If a user does not have security administration access, the button is Make Security Admin. If the user has security administration access, the button is Remove Security Admin.
5	Tabs and buttons
	Survey Projects	Select tab to view the following buttons: Add Permission. Remove Selected.	This tab is selected by default.
	Survey Email Notification	Select tab to view the following buttons: Add Notification. Remove Selected.
	Add Permission	Opens the Add Permission dialog box so that you can grant a user access to view the dashboard for a selected project. For more information,see the following: Adding and removing permission. Add Permission dialog box.	This button is only visible if the Survey Projects tab is selected.
	Add Notification	Opens the Add Email Notification dialog box so that you can add a user to an email notification. For more information, see the following: Managing notifications. Add Email Notification dialog box.	This button is only visible if the Survey Email Notification tab is selected.
	Remove Selected	Allows you to remove either a selected permission or notification from a user.
6	Property or Project information section(s)	This section displays either a list of properties or projects.	Individual properties and projects have their own panes that you can expand by clicking the + icon or collapse by clicking the − icon.
6a	If you select the Survey Projects tab, this section contains a pane for each property. Each property pane contains the following options:
	Project	Name of the project.	Read-only.
	Survey Responses	Select to allow the selected user to respond to surveys in a dashboard.
	Admin	Select to allow the selected user to upload interface files for the project.
6b	If you select the Survey Email Notifications tab, this section contains a pane for each project. Each project pane contains the following tree menu:
6b	Project and property tree menu	Each property is the top level of a tree menu. Click the + icon in front of the folder to expand the tree menu. Notification types appear under the property.