User Summary Overview

Written by Hanna Smith

Last published at: July 30th, 2018

The User Summary is created when a user starts their first request in your system. It houses contact info, request history and any comments or documents specific to that user. This feature is available in both GLM & SLM. Please note that the User Summary page in the Grant Lifecycle Manager product contains a tab reflecting Organization information. SLM does not.

You can access this page by clicking on the user's name from:

  • any workload page where the user has an active request,
  • the search users page by selecting the users last name 
  • the contact tab on any form where the user is the owner of the form, or
  • the contact tab in a request summary when the user owns the request

By default when accessing the User Summary you land on in the User Info tab.

User Info Tab

  • Edit the user's contact information
  • Send them an email
  • View their email history
  • View the user's Last Logon date & user Roles

Request History Tab

  • View all of the requests the user owns
  • You may also manually enter a request for this user via the Create Request button
    • Excellent for entering historic award information
    • Learn more in G6 of the Learning Lab

Comments Tab

  • View, edit & delete and previously recorded comment
  • Record new comments

Documents Tab

  • View, edit & delete and previously uploaded document
  • Upload new documents

Currently, this page is only visible to users with the Administrator role. This includes Grants Managers and Auditors.