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People Page

The People page is where delegated administrators manage the people they are responsible for — onboarding new users, editing attributes, managing organizational assignments, and handling lifecycle operations — without requiring direct access to underlying directory structures. Access it by selecting People from the Resource Type menu.

Required roles

To access the People page you need:

  • UI-Res-Admin-MS-People for full people management, or UI-Res-Admin-MS-People-Base for read-only / limited access
  • VIS-Res-Admin-MS-API — required for all Resource Admin users
  • UI-Res-Admin-MS-Common — required for all Resource Admin users

See Assigning Management Roles Needed to Access Resource Admin.

People Page Interface People page showing the main interface with filters and people listings

Finding People

Search matches against the following attributes simultaneously:

  • Name
  • FriendlyName
  • Email
  • FirstName
  • LastName
  • Login
  • EmployeeID

Entering "Arnold" returns all people where that string matches any of those fields.

People Search Results Search results showing people matching "Arnold" across various attributes

People Search Filters

Use filters alongside the search bar to narrow results.

FilterDescription
Location

Location filter icon
Filters people to those belonging to the selected location.
Advanced Search

Advanced Search filter icon
Attribute-level filtering by Enabled status, Name, Login, or Email.

Working with People

Select the Details link on a Person record to open the Person Details page. From here you can view and edit the person's attributes, explore their application assignments, and take management actions. Select the gear icon to launch context-sensitive workflows for managing the person's record.

Person Contextual Workflow Person record showing Details link and contextual workflow button

Person Details Page Person details page showing profile information and available tabs

Actions

Use the Actions tab when you need to initiate a workflow for the person you are viewing. The workflows shown change based on the currently selected tab, ensuring the most relevant actions are always at hand.

Actions Tab Actions tab showing context-sensitive workflows

Workflows Available from This Page

The Person Workflows page provides a centralized hub for all person management workflows, including onboarding, profile updates, and lifecycle operations.

Person Workflows Page Available workflows for people management

Common Tasks

TaskArticle
Onboard a new personOnboard People
Invite a personInvite People
Edit person attributesEdit Person Attributes
Move a person to a new Business Role and LocationManually Move People to New Business Roles and Locations
Transfer responsibilities to another personTransfer Responsibilities
Update a person's managerUpdate a Person's Manager
Add a person to a groupAdd People to Groups
Emergency termination — delete a personDelete People (Emergency Termination)