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How do I manage a user's observed users?

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Ryan Richins
  • Agilix team member

During the summer of 2017, we released a new Buzz UI, giving you the same features and functionality with a cleaner, simpler user experience!

Until all users have switched to the new UI, our Help Center articles will include information for both. 

Click the header below that aligns with the Buzz UI version you are using (Old UI or New UI); if you don't know which version you are using, review the example images in the Old UI vs. New UI section and/or contact your system admin or Agilix account manager.

Old UI

To add an Observed User:

  1. Open the Users tool from the Main Menu.
  2. Select the user's User ID.
  1. Select Observed Users.
  2. Click Add.
  3. Enter the observed user's name or ID.
  4. Click Observe.

Tips

  • To disable an observed user, check its box and click Remove; check multiple boxes to remove more than one at a time.
  • To import observed users using a tab-delimited or comma-separated file, click Import and browse to the file on your computer.
  • Where available, you can click the list (browse) icon to search for and select the items available for you.

New UI

To add an Observed User:

  1. Open the Users tool from the Main Menu.
  2. Select the user's User ID.
  1. Select Observed Users.
  2. Click Add.
  3. Enter the observed user's name or ID.
  4. Click Observe.

Tips

  • To disable an observed user, check its box and click Remove; check multiple boxes to remove more than one at a time.
  • To import observed users using a tab-delimited or comma-separated file, click Import and browse to the file on your computer.
  • Where available, you can click the list (browse) icon to search for and select the items available for you.

Old UI vs. New UI

Old Toolbar New Toolbar
Old Main Menu New Main Menu

Comments (2)

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Thomas Collette
  • Agilix team member

Where can I go to find the format for importing the users through a CSV file? 

 

Scott Taylor
  • Agilix team member

The article How do I batch import data using tab-delimited and comma-separated files? will show how to format importing data with a CSV file. This link will take you directly to the User Import information.

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