Users
Here you can Invite, View, Edit, Transfer and Delete users.
Invite
Invite button (top right of the screen) click opens Invite New User modal window. Fill all mandatory fields to proceed with user invitation.
Name – Use only letters, hyphens, dots and spaces
Email – Email is required
Role – select from the drop-down list on of the 3 roles available: Admin, Staff, User with different access and permissions.
Phone Number (optional) – 15 digit international phone format for any country. There's a country code selector which can help in case you're not sure about the exact digits. Also it shows country flag after manual input.
Assign to Location (optional) – click + and select from the Locations available
Click modal window Invite button to finish the process. An invitation mail will be sent to user's Email.
Search
You can search for a specific user by typing the part or the whole Name, Email, Role or Location. The result (multiple results are possible) will be given in the Users table.
Users table
This table shows the Organization's users information:
Name – user's name and last name (optional) that was assigned to User during invitation or sign up
Role – displays one of 3 roles available: Admin, Staff, User with different access and permissions.
Location – displays location user was assigned to during invitation or sign up
Status – 3 registration statuses are possible:
pending – the user is invited, but the email is not confirmed (user haven't logged in)
active – the user confirmed the email, logged at least one time
inactive – the user hasn't logged for 1 month
Last login – last time user logged in. hh:mm M D, Y format (year is hidden if it's current)
Table interaction
All the columns support sorting.
Role and Status columns support additional filtering option. Select desired option(s) from the menu appears on clicking filter icon and press OK in order to change the table view. Click reset in the same menu if you want to return to default table view.
Hover options:
Initials – shows checkboks allowing to select the user for further Bulk Actions
User email – opens Email containing hint. Click on it to copy user's Email address
User role – click opens Role Permissions list on the right part of the screen
The only Bulk Action available here is to Delete the users.
Select all users by marking checkbox in columns naming row or specify users selection by marking each user's checkbox.
Once users selection is made Delete button appears on the top right of the screen.
Don't worry, there's a prompt "Are You Sure You Want To Delete Selected Users?" with Cancel and Yes, Delete buttons.
Confirm or cancel the action
Single Actions menu is triggered by hovering Actions column in user's row. Available actions:
Edit – edit data that was provided during invitation. Same modal window as for Invite User. Email can't be changed.
Change Password – modal window opens. "Are you sure want to change user password?" prompt NEW PASSWORD input field.
Send Device Log – sends selected user's devices logs to Administrator's Email
Force Logout – logs user out immediately. No confirmations required.
Transfer User – you can transfer this user to another organization. You would need to input an email address of administrator in a Destination Organization Administrator Email field.
Delete Account – modal window will appear. Type DELETE and confirm the action are required.
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