To view and manage Dashboard users:
Sign in to your account in the Dashboard.
Go to Settings › Administration.
The consolidated users page opens.
Information on the page is presented in the table format with the following columns:
|Company||Name of the company the user belongs to|
|User||Name of the user|
|Role||Role of the user|
|Person||Full name of the user|
|Contact email address of the user|
|Phone Number||Contact phone number of the user|
|Created On||Date the user was created on|
|Created By||Full name of another user who created the current user|
You can take actions on individual users shown on the page. For this, click Actions () in the last column against a user record, and then click the desired action to take.
By default, the system shows 30 user records in the table per page. To browse over users, use the navigation buttons at the bottom of the page. Also, you can enter a number in the box, and then press Enter to go to the respective page.
|Next||Go to the next page|
|Previous||Go to the previous page|
|Last||Go to the last page|
|First||Go to the first page|
Show or hide data
You can select what data to show on the page. For this, click Show / hide columns on the upper right, and then select or clear the columns you want to show or hide.
You can sort users in the table in ascending or descending order by:
name of the company the user belongs to (Company),
full name of the user (Person),
contact email address of the user (Email),
contact phone number of the user (Phone Number),
date the user was created on (Created On), or
full name of another user who created the current user (Created By).
For this, click the name of the corresponding column.
You can filter users in the table by:
partner (Company/Reseller, for distributors only),
company the user belongs to (Company/Reseller, for distributors and partners),
name of the user (Account),
full name of the user (Contact Person) , and
contact email address of the user (Email).
For this, set the desired filters on the toolbar, and then click Apply.
To reset all filters at once, click Clear () next to the filters on the toolbar.