Getting Started with User Management

How to navigate the Users page and locate user profiles.

Users with an Administrator user role have access to the Users option. To manage users, select System Management from the hamburger menu (or bell icon) then select Users from the menu.

The main User page lists the currently active users in alphabetical order ascending by username (default mode). Change the sort mode of the Username, Role, and Email columns by placing the cursor over the column title and clicking mouse.

Users Main listing os system users with function buttons and icons

From this page view all users, view user by role type, and search for specific user(s). This is also the starting point to create (add), edit, and delete user profiles. You may also restore a deactivated profile and download a CSV file of user profiles.

Actions necessary for a single user are listed the row with the username under the Actions column. Here you may choose to edit, delete, resend the user temporary password (new user), or reset a password. 

Bulk actions (upload, deactivate, and bulk edit) are available from the Users menu on the top of the page. 

Users FilterTo fine-tune the list of users by role, select the Filter button from the User page menu. Select the user role by which to filter and to refresh the User page to display only users with selected role.

To remove the filtered user list and return to all users or to view a different filter deselect the filter from the Filter drop-down list.

 

Use the Search bar to quickly locate a specific user. Begin typing inside the field and the user list automatically refreshes the as information is input. When the user you need is shown, continue with any necessary actions.  

Users Search option magnified on Users page