Person List

The Person List view displays all of the people that you have access to view. The people are grouped by company in alphabetical order. If your Access Role allows you to create people, you will see New and Edit buttons at the top of the list. To quickly edit a person, select the checkbox to the left of their name and click the Edit button. If your Access Role allows you to delete people, you will see a Delete button next to the Edit and New buttons.

person-list

If the Security Level on your Access Role is higher than the Security Level on a person's Access Role then you will see their role as a drop-down list. You can change their role by selecting a new value in the list. If the action was successful then a green check will display to the right of the person's role.

person-list-access-role