For a high-level overview of Security, see Introduction to Security. To view a list of all articles related to security, visit the security home page in the Resource Center.

There are several ways in which you can manipulate the security interface to suit your needs. You can change the location of the menu in User Settings, search for specific data using filters, and show or hide any of the default columns in a table.

Jump ahead User Settings Working with tables Refresh table data Navigate pages Filter columns Sort columns Show, hide, and rearrange table columns

User Settings

In version 11.2, select Settings from the left toolbar to open the User Settings dialog box.

In this dialog box, there is a Themes setting where you can choose from three options: Dark, Light, or Auto.

1. If the Dark Theme is selected, dark theme colors will be applied.
2. If the Light Theme is selected, light theme colors will be applied.
3. If the Auto Theme is selected, the theme colors will adjust based on the browser or operating system settings.
• Chrome: In its settings, Chrome has a “Mode” option with values Light, Dark, and Device. However, these settings do not affect the Track webpage when the “Auto” theme is set. The operating system theme/colors do affect the Track webpage when the “Auto” theme is used.
• Safari: This behaves the same way as Chrome.
• Firefox: Firefox has a “Website Appearance” setting with values Light, Dark, and Automatic. These settings do affect the Track webpage when the “Auto” theme is set. If “Automatic” is selected, Firefox will use the theme/color preference from the operating system settings.
• MS Edge: This behaves the same way as Firefox.
• Opera: This behaves the same way as Firefox.

In version 11.1 and earlier, to access User Settings, click the Settings icon .

By default, the menu is located at the top of the screen.  To move the menu to the side of the screen, click the Side Menu option.

Top Menu

Side Menu

When you choose the Side Menu option, you can make the menu wider or narrower by hovering your mouse over the line that divides the menu from the main page until a blue line is added to the divider (shown at left) and your mouse pointer changes into a horizontal double arrow . Then drag the divider to your desired width. If you move the divider too far to the left, an orange arrow is displayed, warning you that the menu will be collapsed when you release your mouse.

Working with tables

Refresh table data

Click the Refresh icon at the top of the table to refresh data at any time.

In version 11.1 and earlier, the Last Refresh Time is displayed in the lower-left corner of the window:
In version 11.2, the Last Refresh Time is displayed in the upper-right corner of the window:

Navigate pages

In version 11.1 and earlier, by default, records are displayed in pages of 20. You can change this number using the Items Per Page list in the lower-left corner:

In version 11.2, by default, records are displayed in pages of 20. You can change this number using the Records Limit Per Page list in the lower-middle of the window:

In version 11.1 and earlier, an indicator in the lower-right corner tells you which records you are viewing: .

In version 11.2, an indicator in the lower-left corner tells you which records you are viewing:

Changing the number of records per page will affect the number of pages of records:

Use the <<First, <Prev, Next>, and Last>> links to navigate through the pages.

Filter columns

There are three ways to filter table data:

Filter by all columns

To filter by the data in all columns, make sure that the filter label reads All, as shown above.

Then enter part or all of the term you want to filter by in the space provided.

Filter by selected columns

To filter by the data in certain selected columns, make sure that the filter label reads Chosen, as shown above.

Click the filter icon for each column whose data you want to consider as you filter. Each selected icon turns green: .

Then enter part or all of the term you want to filter by in the space provided.

You can turn off filtering for an individual column by clicking its icon again. The icon becomes white again: .

Filter by individual columns

To filter by the data in all columns, make sure that the filter label reads Separate, as shown above. Each column includes its own filter field.

Choose the column whose data you want to filter and enter part or all of the term you want to filter by in the space provided for that column. Depending on the data displayed in a column, your entries may include these values:

• text
• numbers
• list selections (for example, for TRUE and FALSE values)
• date and time selections

For date and time columns, the Date Filter Select dialog is displayed. In this dialog, you can set a "from"  date and time and a "to" date and time.

Use the up and down arrows provided to quickly adjust the settings forward or backward by one year, month, day, hour, or minute. Click  at any time to reset the "from" or "to" value back to the current date and time.

Date Filter

Results of Date Filter

You can remove a date filter by clicking the in the filter field.

Sort columns

Column headers act as a three-way toggle switch for sorting:

• Click a column header once to sort the column in ascending order .
• Click the column a second time to sort it in descending order .
• Click the column a third time to remove sorting .

Show, hide, and rearrange table columns

To manage columns, click . The User Displayed Columns dialog opens. The columns that are currently displayed in the table are listed on the right under Selected Columns.  Any columns that are not currently displayed are listed on the left under Available Columns.

Hide columns

To remove a column that is currently being displayed, do one of the following:

• Click its check box in the Selected Columns  and click the < Remove button.
• Use the column's move icon to click and drag the column from the Selected Columns table to the Available Columns table. If there are no available columns yet, aim toward the top of the table.  
• In version 11.1 and earlier, when you are working on the Role Management page, you can hide a role without opening a separate dialog: click the hide icon .
  
  In version 11.2, the "Hide" feature is not available for hiding roles.

Show columns

To add a column that is not currently being displayed, do one of the following:

• Click its check box under Available Columns and click the Add > button.  (To add all columns listed under Available Columns, click Add All >>.)
• Use the column's move icon to click and drag the column from the Available Columns table to the Selected Columns table. Place the new column according to the order in which you want columns to be arranged in the table (before, after, or between other columns). 

Find a column (Filter By)

To find a column in the list, use the Filter By field.  Enter some or all of the term you want to filter by. Both the Available Columns and the Selected Columns lists are immediately filtered by the term that you have entered.

Rearrange columns

To rearrange (reorder) columns, use the move icons under Selected Columns. Click and drag these icons up and down to move the records in the list, changing their order. Click OK.

Change the column width

You can change a column's width by hovering over the right edge of the column header. Your mouse pointer changes to a double-headed arrow: . Click and drag your mouse left or right to resize the column.