View user details

❗ Important: The v1 version of user listing and user details pages is deprecated and no longer available for new product integrations. Existing v1 integrations continue to work, but v1 is no longer available for new marketplaces, and enhancements will no longer be made to v1 user listing and details pages. Support for v1 will end when the product is retired (planned for May 26, 2022). See Product lifecycle phases for more information. If you see the New Lead or Purchase button on user listing and details pages, your marketplace currently uses v2 for company pages. Contact your AppDirect technical representative to have v2 enabled for your marketplace.

The User details page displays complete configuration details and the order history for individual users.

If your marketplace has V2 users enabled (for all marketplaces created after October 11, 2019) you can also create a new lead or purchase directly from the user details page.

The following procedures are applicable if your marketplace has V2 users enabled. If V2 is not enabled, there are some differences in the user interface, and the New Lead or Purchase button is not visible on the page.

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

To view a user's details

1. Go to Manage > Marketplace > Dashboard > HOME | Users and then click a row in the user list. The user's details page opens. It contains the following sections:
   • Details about the user, including:
     • Status
     • Names
     • Company—If the user is a member of more than one company, click the drop-down list, then select a company (you can search for a company). You can also click the link icon next to the user's name to open the details page for the selected company in a new browser window.
     • A summary pane that displays information about free trials, purchased and canceled products, unpaid invoices, and total spent.
     • The user's system-assigned user ID, email address, and the date on which the user was created.
   • Billing, Activities, and Settings tabs. The Billing tab appears by default. It displays the following tables:
     • Pending Purchases
     • Orders
     • Invoices
     • Payments
2. (Optional) Click any row in one of the four tables on the Billing tab to display details of the corresponding record.
3. (Optional) Click the Activities tab. A table appears that logs the current user's actions. These actions include purchases, purchases made on this user's behalf by a sales agent, payments, company membership changes, and so on. A complete list of activities logged is available by clicking Show Filters, then clicking the Show All drop-down list. Many log entries include links to details of the activity.
4. (Optional) Click the Settings tab. The Roles table appears and lists the current user's role settings. Depending on the Company Access settings (configured on the Settings tab of the company's details page) assigned to this user's company, the following headings and associated role checkboxes can appear in the user's Roles table:
   • Company—Always displayed.
   • Products—Displayed when the Developer Access option is selected on this user's company's details page.
   • Reseller—Displayed when either the Referral Access or Reseller Access option is selected on this user's company's details page (companies and their user's can be assigned Referral Access or Reseller Access, but not both).
   • Marketplace—Displayed when the Marketplace Access option is selected on this user's company's details page.
     For more information, see Modify user roles.

To create a new lead or purchase

1. Click New Lead or Purchase. The Purchase setup page opens.
2. For detailed procedure, see Create opportunities.

To manage a user

1. Click Manage User.
2. For detailed procedure, see Manage users.