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User Detail Page

The form at the top of the User Detail page shows fields for a user record in read-only format. Under the form are sections where you can add quotas, review the sign-in history, or review the audit trail.

The following table describes what you can do from the User Detail page:

To do this

Follow these steps

Create a quota for this user

In the Quotas title bar, click New Quota. On the Edit Quota page, fill in the amounts, click Spread or Sum, and save the record. For more information, see Setting Up Users' Sales Quotas.

Create a user

In the User Detail title bar, click New User. On the User Edit page, enter the required information and save the record. For field descriptions, see User Fields.

Delete a quota

Click Del in the row of the record you want to delete.

Reset this user's password

In the User Detail title bar, click Reset Password. For more information, see Resetting a User's Password.

Review a user's PIM Sync usage

Scroll down to the Audit Trail section. To see additional records, click Show Full List.

Review a user's sign-in activity

Scroll down to the Sign-in History section. To see additional records, click Show Full List.

Update a quota

Click Edit in the row of the quota you want to update. On the Edit Quota page, update the information, click Spread or Sum, and save the record. For more information, sees Setting Up Users' Sales Quotas

Update a user record

In the User Detail title bar, click Edit. On the User Edit page, update the information and save the record. For field descriptions, see User Fields.

Related Topic

User Fields


Published 05/11/2007