View Active Analyst Users List

View Active Analyst Users List

Overview

To assist with the analyst user maintenance, subscription holders can request access to the list of active analyst users for their Compusense subscription. Subscription holders can also approve other analyst users to receive permissions to view the list of active analyst users for the groups they have access to.

This feature is very useful for keeping the analyst list up to date. It is our clients' responsibility to inform Compusense when an analyst no longer needs access to the software, for security and data integrity reasons.

Please contact Compusense Support Team to grant you and/or someone else the permission to view active analyst list.

The workflow on this page can be followed by those that have been granted the access to the list.


Generate The Active Analyst Users List

  1. In Compusense, from the black ribbon at the top, select the gear icon.

  2. Click Active analyst users. The list will generate on the screen with data sorted by the Username column in the ascending order. You can click on the Username column to sort by it in the descending order.


    Click on a different column header of your choice to sort by that column in the ascending order. Click again on the same column to sort by it in the descending order.

  3. If desired, rearrange the columns by dragging and dropping them in the positions that work best for your viewing needs.

  4. Use the Column picker to hide/display columns.

Report Details

Review all the analysts' information displayed to you for accuracy. If there are any details that are not correct, or some analysts are no longer with the company (or changed roles within the company and no longer require access to Compusense), please contact Compusense Support Team immediately with the relevant details requesting to update the accounts accordingly. You will not be able to make user changes; the Support Team will do that.


Let's review what is available in the report:
#
Item
Description
1
Time zone
Above the actual list there is a sentence indicating: "All dates and times are displayed in time zone .", where "time zone" reflects the time zone set in your analyst settings at the time you generated the list.

If you need to update your time zone, go to the Settings and make the necessary changes.
2
Filter
Type in the box to search the analysts by. The characters you type will dynamically bring up the records that match your criteria. The search is performed across all fields in the list.
3
Analyst ID
This column is hidden from the view by default and can be displayed by using the Column picker.

It represents a unique numerical value assigned to each analyst when they were created in Compusense. This number may be useful to the Support Team if you require assistance with a specific analyst. The Support Team will let you know if they need this information.
4
Username
This column holds information that may be useful to the Support Team if you require assistance with a specific analyst. The Support Team will let you know if they need this information.
5
Name
Analyst's first and last name.
6
Location
The city and/or country where the users' place of work (office or plant) is.
7
Email address
The corporate email address the user logs in with and receives maintenance window email notifications from Compusense to.
8
Last login
The most recent date the user successfully logged in. This information can help you determine how active a user is in our software.

The date and time reflects the time zone set in your analyst settings at the time you generated the list.

If you need to update your time zone, go to the Settings and make the necessary changes.
9
Group names
The names of groups you (analyst who generated the report) have access to will be displayed one per column. If you have access to one group, then only one group will be displayed.

Under each group, for each analyst row, there will be a Yes or No. If there is a Yes displayed for an analyst, that means that they have access to that group. The No means that they do not have access to that particular group.
10
Yes
Click on the hyperlink to reveal the permissions level an analyst has to a group.
11
Column picker
Click to select which columns you wish to display and which ones you wish to hide from the list. The selections you make will reset to default the next time you return to this list.
12
Page browsing
Specify how many records (rows) you wish to display per page. Default is 250.

If multiple pages are available, use the Previous and Next buttons to browse through the pages.
13
OK
Click to close the list and return to the page you were on before generating the list.



If your subscription includes an assessor website for Assessor Testing, assessor users do not currently display in the Active Analyst Users List. Please reach out to Compusense Support if you require a list of your Active Assessor Users List.
 
Want to learn more about Assessor Testing? Watch our short (7 minute) video.


Extract The List Of Active Analysts

You might want to extract the list of active analyst users so you can share it with someone else on your team. Until we implement the onscreen option to make the list extraction a button-click solution, currently there are two ways for you to extract the list:
  1. Take a screenshot of the screen and share the list that way.

    --or

  2. Copy the list out and paste it in another application, such as Microsoft Excel, to share.

Steps to copy the list out:
  1. While in the Active analyst users list, click in front of the very first analyst, drag the mouse all the way to the bottom of the list to select all analyst users.

  2. On your keyboard, press Ctrl C to copy the selection.

  3. Go to the application where you want to paste the list, such as MS Excel, and paste in there. The headers will not be included with this method.

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