All Ways to Select Users

There are many ways to add users to a report.

Searching for Users

In the Search box, start typing text that is anywhere in a user's first or last name. As soon as you see the name, click it.

Note: Unlike the other user selection methods, searching for users limits you to selecting one user at a time.

Selecting Users, Departments, or Job Titles

Click the tab displaying a user role (Writers, Reviewers, Approvers, Readers, Document Owners, or Users (for All Workflow Tasks reports)), the Departments tab, or the Job Titles tab. Click the user role heading, the Departments heading, or the Job Titles heading, and then select one or more users, departments, or job titles.

Selecting User, Department, or Job Title Groups

Click the tab displaying a user role (Writers, Reviewers, Approvers, Readers, or Document Owners), the Departments tab, or the Job Titles tab, click the Groups heading, and then select one or more user groups, department groups, or job title groups.

Notes:

  • A group is a combination of users, departments, or job titles from a single site or from multiple sites.
  • To assign individual users, departments, or job titles from a group, click the group name, make your selections, and then click Close.
  • User groups are not available if you're selecting users for an All Workflow Tasks report.