• Text Guide
    • Navigate to the Users page
    • View users by activity on the application


Navigate to the Users page

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

View users by activity on the application

1. Click on the down arrow to expand filters

2. Click on the Active field

3. Select the filter by which to search, the default is All

4. View details of all users with the selected filter (disabled users have disabled written in brackets against their usernames)

5. View the number of records listed on the page, and the total number of records

6. Check the box on the header row to select all records

7. Check the box on a row to select a particular record

8. View how many records there are of people with the selected filter

9. View unique usernames

10. View full name of the users

11. View their roles within the application, this will define permissions and tasks

12. View tags that have been applied to the user

13. View their location

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 active status and first name to get all users with a particular first name and activity status
  2. Enter mobile number and select active status to view all users, only active users or disabled users
  3. Select a role and view in combination with active status
  4. Select active and enter mobile version to get all users who are using a particular version of the application
  5. Select active 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 with that first name who have never logged in
  7. Enter active 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

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 Remove button to remove user(s) from the system (See article How to remove user(s))

4. 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))

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