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. Custom Mail Settings!
  2. November 2018 Release Notes: Platform Maintenance
  3. October 2018 Release Notes: Maintenance
  4. Improved User Management
  5. Views & Quick Filter Updates
  6. July 2018 Release Notes: Maintenance
  7. June 13, 2018 Release Notes: Maintenance
  8. May 25, 2018 Release Notes: Sandbox Environments
  9. May 2018 Release Notes: Deprecating TLS 1.0 & 1.1
  10. April 23rd Release Notes: Maintenance
  11. April 18th Release Notes: Maintenance
  12. April 10th Release Notes: Maintenance
  13. March 2018 Release Notes: Maintenance
  14. February 2018 Release Notes: More Intelligent Saving & Other Notes
  15. January 2018 Release Notes: Maintenance
  16. December 2017 Release Notes: Offline Editing on Android
  17. November 2017 Release Notes: Timeline | Calendar and Conditional Formatting
  18. September 2017 Release Notes: Maintenance
  19. August 2017 Release Notes: Maintenance
  20. July 2017 Release Notes: Maintenance
  21. June 27, 2017: TrackVia Introduces Flows!
  22. May 22, 2017: TrackVia Apple Watch App
  23. May 2017 Release Notes
  24. May 5, 2017: Better Connectivity Handling
  25. April 2017 Release Notes
  26. March 2017 Release Notes
  27. March 27, 2017: Single Sign On
  28. February 23, 2017: Winter Polish
  29. February 2017 Release Notes: Session Timeouts
  30. January 2017 Release Notes: Number Display Options & Min / Max
  31. December 2016 Release Notes
  32. November 2016 Release Notes
  33. October 2016 Release Notes
  34. September 2016 Release Notes
  35. August 2016 Release Notes
  36. July 2016 Release Notes
  37. June 2016 Release Notes
  38. May 2016 Release Notes
  39. April 2016 Release Notes
  40. March 2016 Release Notes
  41. February 2016 Release Notes
  42. January 2016 Release Notes
  43. December 2015 Release Notes
  44. November 2015 Release Notes
  45. October 2015 Release Notes
  46. September 2015 Release Notes
  47. August 2015 Release Notes
  48. July 2015 Release Notes
  49. June 2015 Release Notes

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