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The Users page allows you to view or add users to your account, and access detailed information about specific users.

Navigate to the Users page by clicking USERS under Management in the left hand navigation bar.

Users Page Features

 Click here to view the features of the Users page.

Users Information Banner

  • View the total number of users, and the number of active and inactive users.

Add New Users

  • Click ADD USERS to open a lightbox and add information on a new user. Click ADD to create a new user record, or click CANCEL to return to the Users page.

Users Table

  • Locate information about individual users in the main table on the Users page. Individual users are listed by row. The default view includes the following columns:

    • Username - The username associated with the user.

    • Name - The first and last names of the user.

    • Email - The email address associated with the user account.

    • Status - Active or Inactive.

    • Main Role - Referrer or Merchant.

    • Last Login - The date and time that the user last logged in to their account.

    • Login As - Click the Login As icon to access the users Dashboard.

    • Arrow Icon - Click on the grey triangle in any row to view additional details for a specific user, or click on the grey triangle in the table header to view additional details for all entries.

  • Click SHOW MORE RESULTS to load more rows to the table.

  • Click any line in the table to expand the row to view more details about a specific user.

  • Click the information for any user to access the User Account page, where you can edit their information.

Customize the Users Table

You can customize your view using the options found at the top of the table. The following customization options are available:

Create a Customized Table

  • For instructions on customizing, sorting, or searching tables, click on Table Customization Instructions.

  • Expand the section below to view a complete list of the data that you can display on the Users table:

 Click here to view Users Table column customization options.

User Data

  • Username

  • Name

  • Email

  • Status

  • Main Role

  • Last Login

  • ID

  • Created

  • Phone

  • Address

  • Created by

  • Date Modified

  • Modified By

  • Last Name

  • Login ID

  • Fax

  • Country

  • Zip

  • State

  • City

  • Confirmed

Related Pages

Click the links or items in the Customers page to access any of the following pages:

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