IN THIS ARTICLE

  • Text Guide
    • Navigate to Users page
    • Search for users on a specific mobile app version


TEXT GUIDE


Navigate to the Setup 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 




Search for users on a specific mobile app version

1. Click on the down arrow to expand the filters



2. Enter the mobile app version in the field

3. Click on the search icon to search for users using the same mobile app version on their mobiles



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 app version

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 registered telephone number

14. View the date and time that they last logged in to the application

15. View the last device used to log in to the application (web or mobile)

16. View the date of their last mobile login

17. 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 mobile app version to get all users with a particular first name and a specific mobile app version
  2. Combine with role to get all users with the specified mobile app version and a particular role
  3. Enter mobile number and select active status to view all users, only active users or disabled users
  4. Enter mobile number and mobile version to get all users who are using a particular version of the application
  5. 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
  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 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
  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