#Manage Access

The Users page is where you can view users and their access controls.

The Access controls page is where you can view all access controls, including profiles, permission sets, permission set groups, and muting permission sets.

#Users

On the Users page, all users in your Salesforce tenant are displayed in the table.

You can view the full name, username, email, status, user license, profile, role, user type, the number of access controls, contact, account, last sign-in time, the time when the password is last updated, the creator and created time, the modifier and the modified time, and the comments added to the user. Click the number link in Access controls to access the Access controls page where the access controls of the user are displayed.

The following actions are available above the table on this page:

• Manage views – You can use the built-in views to view users. You can also create custom views by updating built-in views and saving them as new views.

  When you select a view from the views drop-down menu, and then make changes to the view, an asterisk icon (*) will be displayed in front of the view name and (*Modified) will be displayed to the right of the view name in the views menu. The following options are available for a view with changes:

  • Save – Click Save in the lower-right corner of the views drop-down menu to save the changes to the custom view.

  • Save as – Click Save as in the lower-right corner of the views drop-down menu, and the Save as new view window appears. Enter a name for the new view and click Save to save the new view. You can also select the Set as default view option to set the new view as the default view.

  • Reset – Click Reset in the lower-left corner of the views drop-down menu to reset the view to the default settings.

  For a custom view, the following additional options are available when you click the ellipsis button to the right of its name in the views drop-down menu:

  • Rename – Click Rename to rename the selected view. In the pop-up window, enter a new name for the view and click Save to save the change.

  • Delete view – Click Delete view to delete the selected view. Click OK in the confirmation message to confirm the deletion.

  After selecting a view from the views drop-down menu, you can click the ellipsis button and click Set as default view to set the selected view as the default view.

• Tenant – You can select the tenant for which the user statistic you want to view. Select All tenants to view users in all your Salesforce tenants.

• Filter – Click Filter in the upper-right corner of the table, and the Filter window appears in the right pane. All columns that are available for the filter are listed below. Click the down arrow button to the right of a column to show the text box or selectable options. Enter keywords in the text box and/or select desired options to define the filter conditions.

  You can also click Clear all to clear all input and selections.

  Click Filter to filter groups displayed in the table, or click Cancel to discard the filter.

• Manage columns – Click Columns in the upper-right corner of the table, and the drop-down list where all available columns are displayed appears. Select the columns that you want to display in the table, and click Apply to apply the column selection. You can also choose Select all to show all columns in the table, or click Reset to reset the column selection.

• Export – You can export reports of users using one of the following methods:

  • Click Export for all to export the report of all users in the currently selected tenants.

  • Filter users and then click Export for all to export the report of the filtered users.

  • Select one or multiple users and then click Export for selected items to export the report of the selected users in the currently selected tenants.

  In the export drop-down list, select Export summary report to export the summary report for the users.

  In the export window, a default report name is automatically filled in, and you can edit it if desired. Click Export to start exporting the report.

  When the export process begins, you can monitor its progress by navigating to Job monitor > Download center or by clicking the Download center link in the prompted message.

• Trust – Select one or multiple users and click Trust above the table, enter your comment in the text box, and click OK to trust the users.

  You can view the Trusted icon displayed for the users in the trusted user list, and the added comments are displayed in the Comments column with the comments icon. Click this icon, and the Comments window appears on the right pane. You can view the comments you added and add a new comment by entering your comment in the text box and clicking Add. You can also filter users by trust status to view all users in the trusted user list, or the users that are not in the trusted user list.

  NOTE

  This action is only available for administrators.

• Remove from trusted user list – Select one or multiple trusted users and click Remove from trusted user list above the table, enter your comment in the text box, and click OK to remove the users from the trusted user list.

  NOTE

  This action is only available for administrators.

• Refresh – Click Refresh to refresh the users displayed in the table.

The following options are available in the ellipsis drop-down list for each user listed in the table:

• View setup audit trail activities – This option allows you to open the View Setup Audit Trail Activities page of the user in a new tab.

• View login activities – This option allows you to open the View Login Activities page of the user in a new tab.

• Trust – This option allows you to trust the user.

  NOTE

  This action is only available for administrators.

• Remove from trusted user list – This option allows you to remove the user from the trusted user list.

  NOTE

  This action is only available for administrators.

#Access Controls

On the Access controls page, all profiles, permission sets, permission set groups, and muting permission sets are listed with their basic information. Click the number link in the System permissions / App permissions column to view the system/app permissions granted via the profile / permission set / permission set group. Click the number link in the Assigned users column to view the users to whom this profile / permission set / permission set group is assigned.

The following actions are available above the table on this page:

• Manage views – You can use the built-in views to view access controls. You can also create custom views by updating built-in views and saving them as new views.

  When you select a view from the views drop-down menu, and then make changes to the view, an asterisk icon (*) will be displayed in front of the view name and (*Modified) will be displayed to the right of the view name in the views menu. The following options are available for a view with changes:

  • Save – Click Save in the lower-right corner of the views drop-down menu to save the changes to the custom view.

  • Save as – Click Save as in the lower-right corner of the views drop-down menu, and the Save as new view window appears. Enter a name for the new view and click Save to save the new view. You can also select the Set as default view option to set the new view as the default view.

  • Reset – Click Reset in the lower-left corner of the views drop-down menu to reset the view to the default settings.

  For a custom view, the following additional options are available when you click the ellipsis button to the right of its name in the views drop-down menu:

  • Rename – Click Rename to rename the selected view. In the pop-up window, enter a new name for the view and click Save to save the change.

  • Delete view – Click Delete view to delete the selected view. Click OK in the confirmation message to confirm the deletion.

  After selecting a view from the views drop-down menu, you can click the ellipsis button and click Set as default view to set the selected view as the default view.

• Tenant – You can select the tenant for which the user statistic you want to view. Select All tenants to view access controls in all your Salesforce tenants.

• Filter – Click Filter in the upper-right corner of the table, and the Filter window appears in the right pane. All columns that are available for the filter are listed below. Click the down arrow button to the right of a column to show the text box or selectable options. Enter keywords in the text box and/or select desired options to define the filter conditions.

  For example, you can select Last 7 days from Created on to filter the groups that are created in the last 7 days.

  You can also click Clear all to clear all input and selections.

  Click Filter to filter groups displayed in the table, or click Cancel to discard the filter.

• Manage columns – Click Columns in the upper-right corner of the table, and the drop-down list where all available columns are displayed appears. Select the columns that you want to display in the table, and click Apply to apply the column selection. You can also choose Select all to show all columns in the table.

• Export – You can export the reports of access controls using one of the following methods:

  • Click Export for all to export the summary report of all access controls displayed in the table.

  • Filter the access controls and then click Export for all to export the report of the filtered access controls.

  • Select one or multiple access controls and then click Export for selected items.

  In the export drop-down list, select Export summary report to export the summary report of the access controls.

  In the Export window, a default report name is automatically filled in, and you can edit it if desired. Click Export to export the reports. When the export begins, you can go to Job monitor > Download center to check the progress or clicking the Download center link in the prompted message.

• Refresh – Click Refresh to refresh the groups displayed in the table.