We’ve made some exciting updates to the users section to help you manage staff more efficiently. Here's what’s new and how to make the most of it.
What's new?
View all staff members linked to your project.
Filter users based on roles, hubs, practices, and more.
Choose how many users to display per page.
Export a CSV file of your user list for easy reference.
How to access the users section
Go to Administrator.
Click on Users.
🤓Tip: You will notice a refreshed layout with colour-coded roles and rights, making it easier to see who is doing what.
Filters you can use
On the left hand side, you will find a set of filters to help you narrow down your user list:
Filter | Description |
User Status | Shows if a user is active or has Multi-Factor Authentication disabled. |
User Roles | Filter by assigned system roles:
|
Member Hubs | See Link Workers or Hub Managers tied to a specific hub. |
Member HCEs | Filter by HCE to view Referral Agents for a specific practice. |
📌Note: You can combine multiple filters to find exactly who you are looking for.
Configure Display Settings
You will see a dropdown labelled Displaying... items per page. Use this to control how many users appear on each page.
Export your user list
Need a quick export of your users? Easy.
Go to Administrator, then click Users.
In the top right corner, click Download.
Select User_Overview_Report.csv.
This feature is available to staff with the User Access role.