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The 'User Management' functionality provides the platform for you to define who has access to what. This section provides the ability to define 'Permissions', assign those Permissions to specific Roles that Admin Users define, and assign these '(2024.1) Roles' to specific Users.
Summary
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For detailed information on setting up Users, please see '(2024.1) Users.'
Roles
For detailed information on setting up Roles, please see '(2024.1) Roles'.
Permissions
For detailed information on setting up Permissions, please see 'Permission Sets'.
Perspectives
For detailed information on managing Users' saved Perspectives, please see 'Perspectives'.
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To Emulate any given User:
Go to Admin > User Maintenance > Users.
Select the desired User and click
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You are taken to that User’s Landing Page, and the system behaves as defined for that User.
When you are done, click
Note: In the bottom of the 360 browser window, you see a message that tells you who you are emulating. While emulating the User, the audit trail shows both your name the emulated User’s name on the audit records for any changed data.
This message looks like this:
Note: See the Best Practices for suggestions on making Emulations easier to use.
Related Pages
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