Access the Users Page
To access the Users page, navigate to the dropdown button in the general menu and select "Administration". Once the Administration menu is visible, click on “Users”.
Search for Users
You can search for users by entering their first name, last name, first + last name, or email address in the search bar at the top of the page.
Users Table
The users’ table displays the following columns:
- First name: The user’s first name.
- Last name: The user’s last name.
- Email: The email address associated with the user.
- Level: Indicates if the user perimeter is at Account, Company or Merchant level.
- Account: The account to which the user belongs.
- Role: The role assigned to the user, such as Operator or Merchant Admin.
- Distributor: Whether the user has a distributor profile or not (only visible to Distributors).
- Creation date: The date the user account was created.
- Last activity: The last time the user was active on the platform.
A Perimeter Restricted View
Users visible to you in this Table are Users included in your Perimeter, meaning all users attached to the same Account(s), Company(ies) and Merchant(s) than you plus those attached to lower levels.
Examples:
- If your user account is attached to an Account, you will view this Account’s users, plus this Account’s Companies users, plus these Companies' Merchants' users.
- If your user account is attached to a Company, you will view this Company’s users and this Company’s Merchants' users.
- If your user account is attached to a Merchant, you will view this Merchant’s users.
Export Users Data
To export the list of users, click on the “Export CSV” button located at the bottom right corner. This will download the user data in CSV format for further analysis or record-keeping.