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. New in Mobile: iOS v4.0 - Simplified Offline Data Sync
  2. May 2019 Release Notes: Web Maintenance 2
  3. May 2019 Release Note: Web Maintenance
  4. App Script Constants!
  5. April 2019 Release Notes: API Maintenance
  6. Entity Relationship Diagram Improvements
  7. Improved Lanes View!
  8. December 2018 Release Notes: Web Maintenance
  9. Custom Mail Settings!
  10. November 2018 Release Notes: Platform Maintenance
  11. October 2018 Release Notes: Maintenance
  12. Improved User Management
  13. Views & Quick Filter Updates
  14. July 2018 Release Notes: Maintenance
  15. June 13, 2018 Release Notes: Maintenance
  16. May 25, 2018 Release Notes: Sandbox Environments
  17. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  18. April 23rd Release Notes: Maintenance
  19. April 18th Release Notes: Maintenance
  20. April 10th Release Notes: Maintenance
  21. March 2018 Release Notes: Maintenance
  22. February 2018 Release Notes: More Intelligent Saving & Other Notes
  23. January 2018 Release Notes: Maintenance
  24. December 2017 Release Notes: Offline Editing on Android
  25. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  26. September 2017 Release Notes: Maintenance
  27. August 2017 Release Notes: Maintenance
  28. July 2017 Release Notes: Maintenance
  29. June 27, 2017: TrackVia Introduces Flows!
  30. May 22, 2017: TrackVia Apple Watch App
  31. May 2017 Release Notes
  32. May 5, 2017: Better Connectivity Handling
  33. April 2017 Release Notes
  34. March 2017 Release Notes
  35. March 27, 2017: Single Sign On
  36. February 23, 2017: Winter Polish
  37. February 2017 Release Notes: Session Timeouts
  38. January 2017 Release Notes: Number Display Options & Min / Max

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