IN THIS ARTICLE
- Users by Mobile number: Overview
- Text Guide
- Navigate to Users page
- Search for user(s) by mobile number
Users Mobile number: Overview
When a user is created in the application, it is mandatory to add a mobile number. Multiple users can have the same mobile number (it is not a unique field), and a search can be conducted on the database, after which further filters can be used to find the required record.
TEXT GUIDE
Navigate to the Users page
- Click on the Setup on the main menu
- Click on Users in the drop-down menu
- View all the users within the domain
Search for user(s) by mobile number
1. Enter the mobile number using the +<country code><space><mobile number>
2. Click on the search icon to search for a user by their mobile number
3. View details of all users with the same mobile number
4. View the number of records listed on the page, and the total number of records
5. Check the box on the header row to select all records
6. Check the box on a row to select a particular record
7. View how many records there are of people with the same mobile number
8. View unique usernames
9. View full name of the users
10. View their roles within the application, this will define permissions and tasks
11. View tags that have been applied to the user
12. View their location
13. View the date and time that they last logged in to the application
14. View what device was used on their last login (options are web and mobile)
15. View the last mobile access
16. Click on the edit button to edit the record (See article How to edit user(s))
Combine this filter with one or more of the following filters, always keeping in mind that only records that meet ALL criteria will be displayed:
- Enter first name and mobile number to get all users with a particular first name and a specific mobile number
- Combine with role to get all users with the specified mobile number and a particular role
- Enter mobile number and select active status to view all users, only active users or disabled users
- Enter mobile number and mobile version to get all users who are using a particular version of the application
- Enter mobile number and enter to and from dates to filter results by users who have logged in to the app within that date range
- Check the show users who never logged in box to view only users with that first name who have never logged in
- Enter mobile number and filter results by user tags to view all users tagged with that keyword
Other activities that can be done on this page include:
1. Select a record in order to perform some actions on the selected record(s)
2. Click on Send a message button to send a message to the user (See article How to send a message to user(s))
3. Click on the Export button to export the data. The filters have implications on "Export" users functionality also (See article How to export user(s))
4. Click on Remove button to remove user(s) from the system (See article How to remove user(s))
5. Click on the Username to view details of the user
6. Click on the Edit button to edit the record (See article How to edit user(s))
7. Click on the Reset button to reset all filters to default values