Auditing Platform Users

Platform Administrators may occasionally need to assess platform users. Several tools are available to help administrators conduct a high-level review of all users who have ever accessed the platform, as well as inspect details about individual users.

Instructions

To review list of Platform users:

1. Select Platform Management from the Navigation Menu , click the User Management tab, and then click the Platform Users button on the left side of the page.

2. The Platform Users page displays all the users that have ever had access to your organization’s Platform instance.

3. Click the drop down menu besides the Status header to filter users according to their status on the Platform.

4. Click the checkbox beside the Platform Administrator Only header to see all the users that have been designated the role Platform Administrator.

   • Note Platform administrators are denoted with a crown beside their user names.

5. Click the magnifying glass icons in the Account or Email column headers to search users specifically by their username and/or email.

6. Click on column headers to sort the user list according to those categories.

To inspect details about individual users:

1. Find the row of the user you are interesting in learning more details about.

2. Hover over the three horizontal dots icon n the Action column and click Profile.

3. The User Profile box in the top left displays basic account information of the user.

4. The Project Membership box in the bottom left displays all project the user has access to and their user role for that project.

5. The Latest Account Activities box on the right provides history of the user’s account including when and by whom their account was created, project invitations, date activated, role changes, account disabling and re-enabling.

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