In the “Users” section, administrators can manage existing users and add new ones.
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Note: Inactive users are not displayed by default. To include them in your user list, edit table columns (1) and enable Show x inactive users (2). |
Default table columns
- User - Displays user information. Read this article to learn more about the data shown here.
- User type - Indicates the user’s type. Read this article to learn more about the user type.
- Branch name - Shows which branch the user belongs to. A hyphen (-) means the user is part of the same branch as you.
- Registration date - The date the user registered or the account was created.
- Last login - The most recent date and time the user logged in.
- Active - A green toggle shows the user is currently active.
- Operations - Contains quick actions for managing users. More details below.
Customizing Table Columns
You can personalize your table view:
- Expand the table column settings (3).
- Customize which columns are shown (4).
| Note: Table customizations are specific to your user account and won’t affect others. |
You can also rearrange the columns by dragging and dropping them horizontally (5).
Sorting and Filtering Users
To sort users by a specific column, click the column header (6). Hold Shift and click another column (7) to apply multi-column sorting.
Use the filter tool (8) to search or narrow down the user list.
Operations Column Actions
Depending on your user permissions, the Operations column may show:
- Pencil icon (9) – Edit the user’s profile.
- Impersonate icon (10) – Log in as the user to view their account.
- Report icon (11) – View a user-specific report, more details below.
- Trash bin icon (12) – Archive the user.
Reports and Exporting
In the Reports (11) section, you can export user data, filter lists, and perform bulk actions. Read this article to learn more about Mass actions.
Click the Export icon (13) to view available download options (14).