Fields: Principal Management
Path: Administration > Principal Management
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Image 6-2: Principal Management |
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Click to enlarge |
The Principal Management page lists all created principals and displays each principal's name and description. On this page, you can do the following:
- Create a new principal (see Creating a new principal).
- Modify an existing principal (see Modifying an existing principal).
- Delete principals you no longer need (see Deleting a principal).
Search filter drop-down
Lets you narrow your search to a specific field (Name or Description).
Search bar
Lets you specify a term to search in the principals (for example, a term that would appear in a principal name or description). For more information, see Searching and sorting principals.
You should not use the ampersand (&) character in your search.
Sort
Lets you sort the list of principals by a particular field. Click the field once to sort in ascending alpha-numeric order (
). Click the field again to sort in descending order (
).
Page
(
) Lets you move through pages of principals.
New
Lets you create a new principal. For more information, see Creating a new principal.
When you click New, Viewpoint takes you to the New Principal page. For details, see Fields: New/Edit Principal.
Modify
Lets you modify a selected principal. For more information, see Modifying an existing principal.
You can select a principal to modify it. Click once to select a principal; click again to deselect.
This option is grayed out until you have selected a principal.
When you click Modify, Viewpoint takes you to the Edit Principal page. For details, see Fields: New/Edit Principal.
Delete
Lets you delete a selected principal (or principals). For more information, see Deleting a principal.
You can select a principal to delete it. Click once to select a principal; click again to deselect.
This option is grayed out until you have selected a principal.
Refresh
Lets you refresh the list of principals on the Principal Management page.
List of available principals
Displays a summary of all the principals that exist in Viewpoint. The following fields are displayed:
| Field | Description |
|---|---|
| Name | Name of the principal. |
| Description | Text description of the principal. |
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