1. Click Users / Roles in the left navigation pane.
    The Users page with the list of users / groups appears. The user list comprises all of the users in SPM.

    NOTE:

    You have the option to filter the displayed user / group list based on full name, username, type, job title, and/or practice area.

  2. Click on the row of any user listed to view further details on user's association with various groups, roles and conflicts.
    The <User name> - Details page appears. Filters are available on each tab of the page.
  • Under Details tab, you can view the user's job title, practice area, email address, full name, user name, foreign ID (if applicable - refer to the User Identifier section in Settings > General for more information) and any user custom properties that have been defined.

NOTE:

As a User and Group Administrator or User and Group Manager (see Users and Roles), you can define custom properties for users, under the Settings page. Such custom property fields will appear under the Details page of a user, in accordance with how they have been defined. See Custom Properties for more information on how to define user custom properties.

Depending on how the individual properties have been configured and defined, you may be able to add/update the values in the custom property fields from the Details page of the user. If a property has a 'lock' icon with the tooltip Read-only, this property is not editable.

To edit an editable property, click on the property value and, depending on the type or property (for example Text, Date), an appropriate editor will be available.

  • Under Groups tab, you can view the groups the user is associated to. The count of groups associated to the user is enumerated next to the tab name.

  • Under Roles tab, you can view the roles the user is assigned. The count of roles assigned to the user is enumerated next to the tab name.

  • Under Conflicts tab, you can view the list of clients, client groups, cases and matters that the user is in conflict with. The count of clients, client groups, cases and matters that the user is in conflict with is enumerated next to the tab name.

  • Under Assistants / Timekeepers tab, you can view the list of assistants for a timekeeper or the list of timekeepers for an assistant, respectively. The count of assistants / timekeepers is enumerated next to the tab name.

  • Under Teams tab, you can view the list of asset teams the user is part of. The count of asset teams the user is part of is enumerated next to the tab name.