The user detail page in portatour® Anywhere provides an overview of the user data, authorization levels as well as login options and status of the respective user.
Go to Users and click on the relevant name to open the user detail page of the desired user.
The editing options are also available directly in the context menu of the user list (see Show user list).
User
- The name, email address, language and the source system of the user are displayed at User.
- Click on Open workspace to log in to the user's workspace (see Workspaces).
- Use Request report to display the portatour® Report for this user (see Request report and Description of the content).
Permissions
- At Permissions, details such as authorization level and any group memberships are displayed.
- Information on the various authorization levels can be found at Show user list.
- Manage user groups explains step by step how to change group memberships.
Log in with user name & password
- User name shows the unique portatour® user name. It cannot be changed.
- If the access link has expired or is unused, this is displayed at Access link.
- Click on Send access link to send the access link to the user's email address.
- If you would like to share the link in another way, click on Copy access link.
Log in with SSO with Microsoft
The Log in with SSO with Microsoft section is only visible on the user detail page if you have activated single sign-on with Microsoft in the organization settings in Dynamics (portatour® > Administration > Overview > Organization Settings, see Activate single sign-on (SSO)).
If the user has not yet used single sign-on to log in to portatour® Anywhere, the status is displayed as Invitation unused. User name and Microsoft object ID are not yet displayed.
You can tell that the user has already used the single sign-on option by the status Used. The Microsoft user name (UPN) and the user's Microsoft object ID are displayed.
Click on Send access link to provide the user with the login link to portatour® using single sign-on.