The View User pop-up window has all the information you need regarding your selected users; in this pop-up window you can access your users' time off requests, their assigned work orders, and more.

The following sections will detail all the actions and information you can access from this pop-up window.

There are many ways you can access the View User pop-up window; for example, if the username is a hyperlink, you can click on the text and the View User pop-up window will automatically appear.

You can also access the View User pop-up window from the following features.

User List Page

The easiest way to access the View User pop-up window is through the "List" tab. For more information on how to access the "List" tab, please see the User List page.

Once you are on the "List" tab, there are four different ways to access the View User pop-up window:

1. Select the desired User Login ID

2. Right-click on the selected user and click on the "View" option from the drop-down..

3. Click on the "View" option from the Individual Actions drop-down.

4. Select the Paper icon under the "Actions" column

Customer

You can access the View User pop-up window through many of the tabs found in the View Customer pop-up window. For more information about how to access the View Customer pop-up window, please see the View Customer page.

• On the View Customer "Work Order" tab, you will be able to access the View User pop-up window by clicking on the desired user underneath the "Assigned To" column:

Quotes

On the View Quotes pop-up window, there are also a few ways you can access the View User pop-up window. For more information on how to access the View Quotes pop-up window, please see the View Quotes page.

• Click on the hyperlink text of the user's name:

Work Orders

On the View Work Order pop-up window, there are also a few ways you can access the View User pop-up window. For more information on how to access the View Work Order pop-up window, please see the View Work Order page.

• On the View Work Order "Summary" tab, you will be able to access the View User pop-up window from the following location:

Invoices

On the View Invoice pop-up window, there are also a few ways you can access the View User pop-up window. For more information on how to access the View Invoice pop-up window, please see the View an Invoice page.

• On the View Invoice "Summary" tab, you will be able to access the View User pop-up window from any notes left there by the user:

The User's Upper Right Corner Actions can be found in the top-right corner of the View User pop-up window. These actions are located in this section, regardless of the tab you are on:

The Upper Right Corner Actions section includes:

• The Pencil button will allow you to edit the user.

• The Individual Actions will allow you to perform various actions.

• The Question Mark button which will direct you to the respective MobiWork Features page.

• The X will close out of the View User pop-up window.

After clicking on the vertical three dots in the top-right corner, the Individual Actions drop-down menu will appear:

From the Individual Actions drop-down menu, you can select various actions that will help manage the specified user.

The complete list of actions found in the Individual Actions drop-down menu are defined below:

The "Work Orders" tab is the second tab located in the View User pop-up window. This tab will display all the work orders that are assigned to the user:

You can click on the Work ID to directly open the corresponding work order or on the customer's name to open the View Customer pop-up window.

You will also be able to view type of work order, the status of the work order, when it is scheduled, etc.

The columns for the "Work Orders" tab are defined below:

The list of devices that the user has access to will be displayed here. You will be able to view the last time that the user logged on to the specified device, as well as, see a more in-depth analysis once you click on the device:

The "Devices" tab will list all the devices that are associated with the user (i.e., the devices that the users log into).

Once you click on the selected device, you will be redirected to the Device page. This page will display the data associated with the selected device:

The "Settings" tab will allow you to view the specified settings for the user; you can utilize the global settings for the user, or you can customize the settings accordingly:

To edit the settings for the user, click on the Pencil icon above the "General Section." You will then be redirected to Edit Settings for User page:

To input settings that differ from the Global Settings for the specific user, uncheck the "User Global Settings" option:

Once the "User Global Settings" option is unchecked, you will be able to make the necessary changes to the specified user's settings. Once you are satisfied with the changes, click on the Save button:

The columns for the "Settings" tab are defined below: