About the Users Page
The Users page lists the names of users in your organization who have access to your Safe Environment Program.
Overview of the Users Page
The illustration below identifies the main elements on the Users page. Click a link on the diagram to jump to a description of the element later in this topic.
Breadcrumbs
Breadcrumbs are the navigational trail that lets you know which page you are now on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.
Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently in an individual's profile:
Clicking Individuals takes the user back to the Individuals page while clicking Home returns to the user to the Home page.
Add Button
This button opens a blank User Detail form where you can add a new requirement record. For details, go to How to Add a New User Account. After you add a record, it appears in Users grid.
Search and Filter Controls
The Search field and filter controls help you find user records that match one or more criteria.
Search Field
The Search field lets you find a specific user's record. Simply type one or more letters in the user's name to view a list of user's matching your search criteria. For example, to find "Thomas Duvic," you could type "duv" or even "Tho."
Search Filters
Use the search filters to filter the list of users by their organization and/or assigned role.
- Organizations
The default value for this filter is All Organizations. To view a list of users in a specific organization, select the desired organization in the dropdown list.
- Roles
The default value for this filter is All Roles. To filter the list of users assigned to a specific role, select a role in the dropdown list.
- Users
The default value for this filter is All Users. To view a list of users in a specific organization, select the desired organization in the dropdown list.
The grid search uses the criteria you enter to locate the desired record. This feature is especially useful for finding users when the grid contains a large number of records. For instructions on how to search for a user, go to How to Search for Users.
Apply Button
After you enter a value in the Search field or select filter settings, click to begin the search. The grid updates to show the names of users matching your search or filter criteria.
Reset Button
Click to clear your Search or filter results.
Toolbar
The toolbar in the upper-right corner contains a set of frequently used command buttons. These buttons are described below. In the list below, click an item to expand it and view its description.
Opens the online Help documentation.
Grid View is a layout that arranges records in the form of a table with each record occupying a single row. Columns across the top identify the fields in the record (for example, Name and Role).
To use a grid view layout, click 
.
Card View is a layout that arranges records in separate containers that resemble index cards. The card gives you an at-a-glance summary of key information in the record.
To use a card view layout, click 
.
Enables you to import records of users from other data sources into SEP. For instructions, go to How to Import User Records.
Click 
to open the default email application on your computer and send an email to SEP users. For instructions, go to How to Email SEP Users.
Export Search Results Export Search Results
After you perform a search for users, click to export the found records to a .csv file. For instructions, go to
Users Grid
The Users grid lists the names of users granted access to SEP. User records are displayed in a table or card format, depending on the layout view selected. For descriptions of the layout views, see descriptions of the Card View and Grid View buttons.
The users grid provides at-a-glance information about each user:
- Name: user's first and last name. Clicking the name link opens the user's record.
- Username: the name that identifies the user to the SEP system and allows the user access (along with the password) to the system.
- Email address: the user's email address.
- Organization: the first organization the user was assigned to. If a number (for example,
) appears next to the name of the user's organization, it shows
how many other organizations the user has access to in addition to the one shown. To view the names of other organizations the user has access to, click 
to open the user's profile. Scroll down
to the Organizations panel.
- Role: the role the user is assigned to in the organization shown in the Organization column. A user's role determines their level of access to SEP.
Sortable Column Headers
You can sort records in the Users grid by the value in any one the five columns. To sort, simply click the desired column header. For example, to sort entries in the grid in alphabetic order by role, click the Role header.
When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:
Click the column header once to sort the values ascending order. Click the column again to reverse the sort.
: ascending order (alphabetically from A to Z; numerically from lowest to highest).
: descending order (alphabetically from Z to A; numerically from highest to lowest).
User Name Link
Click a user's name link to open their record to view details, such as their date of birth, phone number, and email address. Within the record, you can find functions that let you edit details in the record, reset the user's password, and send emails.
Toolbar Buttons in the User Record
Click to open the Users page help topic.
After editing a user's profile, click 
to save the changes. For instructions on editing a profile, go to How to Edit a User's Profile.
Click 
to cancel unsaved changes made to a user's record.
Click to open your email client to send an email to a user. For instructions, go to How to Email SEP Users.
Click 
to start the password reset process. For instructions on resetting a user's password, go to How to Reset a User's Password.
Displays the user's history log. This log records the changes made to the selected user's SEP profile.
Log entries are organized by date in time order with the most recent changes displayed at the top. By default, the log shows changes made to the user's profile within the past seven days. A date filter lets you quickly see changes made to a user's profile during whatever date range you specify.
Access to the history logs is controlled by a permission called View History,
located in the User group on the Settings > Permissions page. Only users with this permission can see this toolbar button in the user's record, which gives them
access the history log: 
(View History). This button is not visible to users assigned to a role that lacks this permission.
For instructions on how to access the log and view changes made to a user's profile, go to How to View a History of Changes Made to a User's SEP Profile.
View User ActivityView User Activity
Displays the user's activity log. This log records changes the user has made in all areas of the Safe Environment Program. Log entries are organized by date in time order with the most recent actions displayed at the top. By default, the log shows a user's activity within the past seven days. A date filter lets you quickly see actions performed during whatever date range you specify.
Access to the user activity logs is controlled by a permission called View Activity,
located in the User group on the Settings > Permissions page. Only users with this permission assigned to their role can see this toolbar button in a user's record,
which gives them access to the activity log: (View User Activity).
This button is not visible to users assigned to a role that lacks this permission.
For instructions on how to access the log and view a user's activity, go to How to View User Activity Logs.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
: takes you directly to the page number. For example, clicking 3 takes you to page 3 in the grid.
: takes you one page back from the page you are currently viewing.
: takes you one page forward from the page you are currently viewing.
: takes you to the first page.
: takes you to the last page.
Show Menu
The Show menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number or records, click 
to display the menu entries. Then, select a value of 25, 50, or 100, as shown below:
To speed up page loading, select a lower value.
Total Record Count
To the right of the Show menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 32:
Related Topics
How to Filter the List of Users
How to View User Activity Logs
How to View User Login Activity
How to View a History of Changes Made to a User's SEP Profile