Viewing user information | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

You can view a user’s documents, activities, details, and permissions.

I want to

  • View information about a user's documents, activities, details, or permissions.

Steps

  1. In the navigation pane on the left, click Users.
  2. In the Name column, click the user whose information you want to view.
  3. Click one of the following tabs:
    • Overview – Displays an overview of a user’s documents, activity, and details.
    • Documents – Displays a list of documents that the user can view.
    • Activity – Displays the user’s activity.

      Note: You can view all activity in the project by clicking Notifications in the left navigation pane.

    • Details – Displays the user’s name, email, and company.
    • Permissions – Displays the user’s permissions.
  4. (Optional.) To download all users to a Microsoft Excel file in CSV format, click Download CSV in the upper right of the screen.

Additional information

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