.Perspectives Grid v2021.2

Summary

The User Management Perspectives grid allows Users with Admin privileges to access the Perspectives of other Users and either delete them or copy them to other User's accounts. This can help the onboarding of new PCR-360 Users by immediately setting up useful Perspectives other Users with similar roles use on that new User's account.

The most important details displayed by this grid include:

1. The Perspective's Type
2. The Perspective's Name
3. If the Perspective is a Default
4. If the Perspective is Shared
5. The User ID of the Perspective's owner
6. The Perspective's owner's Roles
7. The Frequency of Reports run using that Perspective
8. The Next Run Date for the next Report run using that Perspective

Other details displayed by this grid are:

• The Identifier for the Perspective as saved within the Database
• The Perspective's last Modified Date
• Who the Perspective was last Modified By
• The SQL filter Value used on the Perspective
  • This item is hidden by default but can be displayed if a User desires.

Copying a Perspective

Only one Perspective can be copied at a time but can be copied to multiple Users at once.

1. Select the desired Perspective to be copied from the grid
2. Click the button
3. Select the desired Users to copy the Perspective to
   
4. Click the button.

Deleting a Perspective

One or more Perspectives can be deleted at a time.

1. Select the desired Perspective(s) to be deleted
2. Click the button
3. Click Delete Selected from the confirmation dialogue