View information about the Dashboard user accounts

Overview

To view and manage the Dashboard user accounts:

  1. Sign in to your account in the Dashboard.

  2. Go to Accounts › Dashboard Accounts.

    Menu item

    The consolidated user accounts page opens.

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

ColumnDescription
CompanyName of the company the user account belongs to. Click to view the company details.
UserName of the user account
RoleRole of the user account
PersonFull name of the user
EmailContact email address of the user
Phone NumberContact phone number of the user
ActiveIndication if the user account is active
System UserIndication if the user account is a system account
Created OnDate the user account was created on
Created ByName of another user account who created the current one

Consolidated view

Actions

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

ActionDescription
EditEdit the details of the user account
Reset PasswordReset the password for the user account
Enable UserTurn the user account on. The account becomes active.
Disable UserTurn the user account off. The account becomes inactive.
Delete UserDelete the user account from the system

Actions

By default, the system shows 30 user account records in the table per page. To browse over the user accounts, 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

NameIconDescription
NextNext page iconGo to the next page
PreviousPrevious page iconGo to the previous page
LastLast page iconGo to the last page
FirstFirst page iconGo 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 user accounts in the table in ascending or descending order by:

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

  • name of the user account (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 account was created on (Created On), or

  • name of another user account who created the current one (Created By).

For this, click the name of the corresponding column.

Sort data

Filter data

You can filter user accounts in the table by:

  • partner (Company/Reseller, for distributors only),

  • company the user account belongs to (Company/Reseller, for distributors and partners),

  • name of the user account (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.

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Manage the Dashboard user accounts

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Create a Dashboard user account