Overview of Advanced User Management Options

Short video shows the advanced user management options. Search for users by role, keyword, select the columns you'd like to display.

Transcript:

[Music]

In this video, I'm going to show you some of the more advanced options for managing your users on the simple user interface. You can search for users by keyword, their name, or email address, which is a really basic way to filter. This method works well for a short list, but on a longer list, it is very effective.

There are also advanced options that allow you to filter by the first letter of their last name. In this case, I want anyone who has "Be" in their name. Additionally, you can filter by company, so if you have multiple companies in your system for your clients, you can filter by companies or roles, such as "system administrators" or "expense report approvers." These roles are dynamic based on your system.

You can also utilize our grouping options; for example, you can group by company. Furthermore, there is a column selector, which allows you to choose from all the different custom fields as well as other available fields. This way, you can tailor the list to your preferences using the column selector. Simply hit refresh after you've made your selections, and the list will be updated.

From here, you can mark users as active or inactive, or assign different roles that you've set up in your interface. You can also check this box to resend the welcome email if someone forgot to log in. One of the fields available is the last login date; you can see that this user has never logged in, so we might want to remind them by checking this box.

You can also impersonate the user, just like you can on the other interface, and you can edit their work calendar from this view as well. This is one of our features that allows you to track when someone’s paid time off is or when they are scheduled to work. So you can access their edit work calendar from the advanced display.