Set User dialog

Use this dialog to search for and select a user. For example, in a Scorecard, you use this dialog to select the user to assign as a business owner to Scorecard objects such as KPIs, initiatives, and strategy objectives. In an agent, you use this dialog to select the user whose credentials you want to use to send the delivery content.

For more information, see:

• "Agent editor: General tab"

• "Creating Initiatives"

• "Creating Objectives"

• "KPI Watchlist editor: Details tab"

This dialog is also displayed as:

Business Owner dialog
Select Business Owner dialog
Select User dialog
Select Key Resource User dialog

Components

Name

Use this field to enter your search criteria. For example, enter the user's first name to display a list of users with that first name.

Search

Use this button to display the accounts that satisfy the name search criteria that you entered.

Accounts

Displays the list of accounts that satisfy the name search criteria that you entered. You can then select the name that you want.