View user details

The User details page displays configuration details and activity for an individual user.

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

To view a user's details

1. Go to Manage > Marketplace > Dashboard > Home | Users.
2. (Optional) Use search, filters, or sorting to find the user.
3. Click a user row to open the user's details page.
   • 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
4. Review user profile information and available tabs/sections for billing, activity, settings, and related actions.
   1. (Optional) Click any row in one of the four tables on the Billing tab to display details of the corresponding record.
   2. (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.
   3. (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 quote from user context

1. From the Users page, click New Quote.
2. Complete quote creation in the quote workflow. For detailed procedure, see Create opportunities.

To manage a user

1. Open the user's details page.
2. Click Manage User.
3. Select the required action. For details, see Manage users.