View User Details

The View User screen allows you to review all relevant details for individual users in your database, including name, email, title, roles, and user group. A 'user' in Rev.io PSA is anyone who accesses the Rev.io PSA web environment, including reps and techs.

Users can be created in either Rev.io Billing or Rev.io PSA and will sync across both systems. However, users from Rev.io Billing and new users created in Rev.io PSA will not display in the User Management list view until they log into Rev.io PSA for the first time.

Each field on the View User screen is defined below.

No.LabelDefinition
1Global AdministratorThe Global Administrator label and a checkmark display if the user is a global administrator. See the Managing Global Administrators article for more information.
2Login NameName the user enters to log into the system.
3First NameFirst name of the user.
4Last NameLast name of the user.
5Email AddressEmail address for the user.
6StatusStatus of the user. Status options include Active and Inactive.
7Job TitleJob title for the user.
8RolesRoles assigned to the user, separated by commas.
9User GroupsUser groups assigned to the user, separated by commas.

These actions are available on the View User screen.

  • Edit the user by clicking the Edit User button at the top of the screen. See the Add/Edit Users article for more information.

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