The Users screen is where you can add, edit, duplicate and remove users in Projectal.

Getting to the Users screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Users button to display the Users screen.

Users screen toolbar

The Users screen toolbar has the following buttons:

• Add - to add a new user
• Edit - to edit the selected user
• Delete - to delete the selected users
• Duplicate - to make a copy of the selected user
• Synchronize LDAP / AD - to synchronize users from your company's LDAP / AD service into Projectal.
• Quick Search - to search and filter the list of users using some text
• Filter - to search and filter the list of users using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of users by the designated color of a selected data attribute

Editing Users

Double-click on a cell to edit a value for the user.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: The Synchronize LDAP / AD button is only displayed if your company's LDAP / AD services have been connected into Projectal, and if your user account has the permission set to synchronize LDAP / AD.

Tip: Enter text into the Filter edit box and click the Search button to find specific users.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.