User Management - Perspectives grid example

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:

The Perspective's Type
The Perspective's Name
If the Perspective is a Default
If the Perspective is Shared
The User ID of the Perspective's owner
The Perspective's owner's Roles
The Frequency of Reports run using that Perspective
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.

Select the desired Perspective to be copied from the grid
Click the button
Select the desired Users to copy the Perspective to
Click the button.

Deleting a Perspective

One or more Perspectives can be deleted at a time.

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

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