Manage Users - Active Users (Agents)

Modified on Sun, Feb 16 at 10:46 PM

Summary: Administrators can view a list of all users (active or inactive) and search for specific users.  


Steps  

Section 1: View Active Users  

1. Log into the Administrator site.  

2. Navigate to Settings > Manage Users.  

3. Click Only Active Users. 

4.Click Search

5. Review the grid:  

  • Username: The agent’s login ID.  

  • First Name: The user’s first name.  
  • Last Name: The user’s last name.  
  • Roles: Permissions assigned to the user.  
  • Status: Displays “Active” for all users in this view.  

Section 2: View All Users  

1. Click All

2. Click Search  

3. Review the grid:  

  • Status: Displays “Active” or "Inactive" for all users in this view.  

Section 3: Search for Users  

1. Use the Search field to find users by:  

  • First name.  
  • Last name.  

2. Review the filtered results in the grid.  

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FAQs  

Common Questions  

Q: Can I export the user list?  

A: Yes you can export it to Excel

Q: What if a user is missing from the list?  

A: Verify their status (active/inactive) or contact support.  

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Review  

Assigned to: [@Ahron]  

Status: [Approved]  

Last Reviewed: [2/14/2025]  


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