IN THIS ARTICLE

  • Text Guide
    • Navigate to the Users page
    • Search for users who have logged in within specific dates


TEXT GUIDE


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 





Search for users who have logged in within specific dates

  1. Click on the down arrow to expand the filters



2. Click on the To field

3. Select a date from the calendar that drops down



4. Click on the From field

5. Select a date from the calendar that drops down



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

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

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

9. View how many records there are of people who have logged in within the specified time

10. View unique usernames

11. View full name of the users

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

13. View tags that have been applied to the user

14. View their location

15. View users' phone numbers

16. View the date of the last login to the application

17. View what device was used on their last login (options are web and mobile)

18. View the last mobile access

19. 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 date range filter to get all users with a particular first name and who have logged in within the specified period
  2. 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
  3. Combine with role to get all users within a specific role who have logged in within the specified period
  4. Enter date range filter and select active status to view all users, only active users or disabled users
  5. Enter date range filter and mobile version to get all users who are using a particular version of the application who have logged in within the specified dates
  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 date range filter 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 one or more records

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