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View, edit, and search users

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Use the users list to view profiles, edit user details, filter results, and check group membership.

To open the users list, complete this step:

  1. Select Administration > Users from the left navigation menu.

The Last Login column shows the most recent sign-in time for each user through the application or the API.

Edit a user profile

To edit a user profile:

  1. Find the user in the list.
  2. Click Edit (Pencil icon) in that user’s row.
  3. Update the profile fields.
  4. Save your changes.

Search and sort users

Use the user list tools to find specific records.

  • Click Search to filter users.
  • Add one or more filter values to narrow results.
  • Click a column (up arrow) to sort that column.

View a user’s groups

To view group membership for a user:

  1. Find the user in the list.
  2. Click the Show Groups icon in that user’s row.

A pop-up window opens and shows all groups that include the user.

In the Dynamic column:

  • A green checkmark means the group is dynamic.
  • A red X means the group isn’t dynamic.

View a user’s permissions

To view permissions for a user, click View Permissions (Key icon) in that user’s actions column. The list includes permissions across item types, such as processes, forms, and dashboards.

This opens the user permissions list section. It groups permissions by item type and supports filtering and comma-separated values (CSV) export.

Only system administrators can access the permissions view. For more information, refer to the permissions overview guide.