Improved User Management

Improved User Management

Welcome to easier user management!  We’re adding a number of enhancements to help you find and manage your users more effectively.  Specifically, you can now Search, Filter and Sort your list of users. Further, additional ‘standard’ table controls such as Import, Export, Print & History are now available to you via the Options menu.  Last, but not least, we’ve added a new column of data to show the last time that your users logged in.

Note: User Groups were displayed on the grid view but is no longer.  You can drill into a user record to view the groups associated with that user.  Try it out today! 


Search

Search is now enabled by default for the view.  Search will execute on the User ID, First Name, Last Name, Email, Time Zone, and Status. For example, I searched for "joh" and the below results were returned.

Filter

You can now filter your list of users just like you can in other views.  You can filter on any of the fields in the Account Users table. AND & OR operators are available as well as conditions and condition groups.


Sort

You can now Sort your users using the familiar sort functionality. You can sort on any of the fields in the Account Users table. The search order applies as it does in other views.


Manage User Groups

The Manage User Groups button has been moved from a button at the top of the screen to an item in the Options menu to better align with our user experience.  The functionality of managing user groups has not changed.


Add a User

Adding a user now happens in several places. First, the standard “Add Record” button has been added to the upper right corner of the view, to the left of the Options menu.  Selecting this button will take you to the Profile Information form where you can add a user. Second, you can now Import a CSV or XLSx with user information by selecting “Import” in the Options menu.  Last, when you are viewing a profile, you can “Save and Add New” records. The old “Add User” button & email field at the top of the screen has been removed.


Import

We’re pleased to announce bulk import to your user table!  Adding users is now even easier than before. Simply select the options menu and then “Import” to start our import wizard.   Email is the only required field for import. When users are imported, they are set to “Unverified” and a verification email is sent to the user.  We will email you the import results when the import completes.

*Note: You can only Import to Add today.  Import to Update is not available at this time.


Export

Exporting works like it does on any other table.  Simply select the Options menu, then “Export” and a CSV will be made available to download with all data in the table.

Print

Printing the table view works like it does on any other view.  Simply select the Options menu and then “Print” to get your printing options.


History

Audit history on Account Users is now available.  Select the Options menu and then “History” to view record changes or additions to this view.



Product Release Notes

  1. Dashboard Tabs
  2. July 2020 Web Maintenance
  3. iOS Mobile App v5.1: Dashboards and Dates
  4. Android Mobile App v3.1: General Maintenance
  5. June 2020 Platform Maintenance
  6. TrackVia Mobile - Dashboards Reimagined!
  7. TrackVia's New Look
  8. Update to Flows - New Exit Button And More!
  9. Advanced Link to Parent
  10. New and Improved Lanes View!
  11. Introducing Backup and Restore!
  12. View Filters + Web Maintenance
  13. Android Mobile App v2.24.1: Resolved Workflow Decision Conflict
  14. February 2020 Web Maintenance
  15. iOS Mobile App v4.5: Voice Memo, Barcodes, Manual Sort, and Charts
  16. iOS Mobile App v4.4.2: Resolve Unintentional Logouts from the App
  17. Web Maintenance January 2020
  18. Web v20.10: New Permission & Enhancements to Bulk Select
  19. Android Mobile App v2.23: Side by Side Multi-Select and Maintenance
  20. December 2019 Web Maintenance
  21. Microservices Update
  22. iOS Mobile App v4.4.1: Login to Sandbox Environment
  23. iOS Mobile App v4.4: Locations, Directions, and Maintenance
  24. October 2019 Web Maintenance
  25. iOS Mobile App v4.3.1: Logout Issue Resolved
  26. October 2019 Platform Maintenance
  27. Introducing Pivot Views!
  28. Android Mobile App v2.21.7: Maintenance Release
  29. iOS Mobile App v4.3: Sync Center Enhancements and Maintenance Release
  30. September 2019 Platform Maintenance
  31. September 2019 Web Maintenance
  32. iOS Mobile App v4.2 Maintenance Release
  33. August 2019 Platform Maintenance
  34. Android Mobile App v2.21.6: Maintenance Release
  35. Introducing TrackVia Integrations!
  36. Android Mobile App v2.21.5: Maintenance Release
  37. August 2019 Release Notes: Web Maintenance
  38. iOS Mobile App v4.1: Updates to Grid Views, Multi Select Widgets and Date/Time Stamps
  39. June 2019 Maintenance
  40. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  41. iOS Mobile App v4.0: Release Notes
  42. May 2019 Release Notes: Web Maintenance 2
  43. May 2019 Release Note: Web Maintenance
  44. App Script Constants!
  45. April 2019 Release Notes: API Maintenance
  46. Entity Relationship Diagram Improvements
  47. Improved Lanes View!
  48. December 2018 Release Notes: Web Maintenance
  49. Custom Mail Settings!
  50. November 2018 Release Notes: Platform Maintenance
  51. October 2018 Release Notes: Maintenance
  52. Improved User Management
  53. Views & Quick Filter Updates
  54. July 2018 Release Notes: Maintenance
  55. June 13, 2018 Release Notes: Maintenance
  56. May 25, 2018 Release Notes: Sandbox Environments
  57. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  58. April 23rd Release Notes: Maintenance
  59. April 18th Release Notes: Maintenance
  60. April 10th Release Notes: Maintenance
  61. March 2018 Release Notes: Maintenance
  62. February 2018 Release Notes: More Intelligent Saving & Other Notes
  63. January 2018 Release Notes: Maintenance
  64. December 2017 Release Notes: Offline Editing on Android
  65. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  66. September 2017 Release Notes: Maintenance
  67. August 2017 Release Notes: Maintenance
  68. July 2017 Release Notes: Maintenance
  69. June 27, 2017: TrackVia Introduces Flows!
  70. May 22, 2017: TrackVia Apple Watch App
  71. May 2017 Release Notes
  72. May 5, 2017: Better Connectivity Handling
  73. April 2017 Release Notes
  74. March 2017 Release Notes
  75. March 27, 2017: Single Sign On
  76. February 23, 2017: Winter Polish
  77. February 2017 Release Notes: Session Timeouts
  78. January 2017 Release Notes: Number Display Options & Min / Max

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