• Users by Role: Overview
  • Text Guide
    • Navigate to Users page
    • Search for user by role

Users by Role: Overview

Users belong to the category of master data in the application. Users have to authenticate themselves to access the application (Web and Mobile) with a valid username and password. Every user will be assigned a role during creation. Based on the role of the user, capabilities, and limitations are defined for accessing the application.

Application supports following user roles

  • Administrator
  • Manager
  • Operator

Administrators, managers, and operators are created and operate on domain level and accessing capabilities will be based on the domain permissions and configurations. Apart from domains to which users are part of, they can be added to other (accessible) domains.


Navigate to Users page

  1. Click on the Setup on the main menu
  2. Click on Users in the drop-down menu
  3. View all the users within the domain

Search for users by role

1. Click on the Role field

2. Select the user role from the available options:

  • Administrator 
  • Manager
  • Operator

3. View details of all users with the same role

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 having the same role

8. View unique usernames

9. View full name of the users

10. View tags that have been applied to the user

11. View their location

12. View their registered mobile number

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:

  1. Enter first name and role to get all users with a particular first name in the same role
  2. Combine with mobile number to get all users with the specified mobile number and a particular role
  3. Select role and active status to view all users, only active users or disabled users
  4. Enter role and mobile version to get all users in a particular role who are using a particular version of the application
  5. Enter role and enter to and from dates to filter results by users who have logged in to the app within that date range
  6. Check the show users who never logged in box to view only users in that role who have never logged in
  7. Enter role 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 by checking the box at the beginning of the row to perform some actions on the selected record(s)
    1. Click on Send a message button to send a message to the user (See article How to send a message to user(s))
    2. 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))
    3. 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