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View information about the Dashboard users

On this page

Overview

To view and manage Dashboard users:

  1. Sign in to your account in the Dashboard.

  2. Go to AccountsDashboard Accounts.

    Menu item

    The consolidated users page opens.

Information on the page is presented in the table format with the following columns:

Column Description
Company Name of the company the user belongs to. Click to view the company details.
User Name of the user
Role Role of the user
Person Full name of the user
Email Contact email address of the user
Phone Number Contact phone number of the user
Active Indication if the user is active
System User Indication if the user is a system user
Created On Date the user was created on
Created By Full name of another user who created the current user

Consolidated view

Actions

You can take actions on individual users shown on the page. For this, click Actions (Actions icon) in the last column against a user record, and then click the desired action to take.

Action Description
Edit Edit user details
Reset Password Reset password for the user
Enable User Turn the user on. The user becomes active.
Disable User Turn the user off. The user becomes inactive.
Delete User Delete user from the system

Actions

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.

Pagination

Name Icon Description
Next Next page icon Go to the next page
Previous Previous page icon Go to the previous page
Last Last page icon Go to the last page
First First page icon 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.

Show or hide data

Sort data

You can sort users in the table in ascending or descending order by:

  • name of the company the user belongs to (Company),

  • username (User),

  • 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.

Sort data

Filter data

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.

Filter data

To reset all filters at once, click Clear (Clear filters icon) next to the filters on the toolbar.