Overview

What is Users Table?

• User listing - View all users in a sortable table
• Search functionality - Find users by username
• Filtering - Filter by role and status
• User details - Open individual user profiles
• Pagination - Navigate through large user lists

Getting Started

Accessing Users Table

1. Navigate to User Management section
2. Users Table displays automatically
3. Shows all users you have permission to view
4. Default view: 10 users per page

Understanding the Interface

• "Add User" Button: Create new users (top-right)
• Filters Row: Search, Role, and Status filters

• User Column: Username
• Role Column: User's role (admin, manager, user, CSR, analyst, etc.)
• Status Column: Active/Inactive status
• Last Active Column: When user last logged in
• Actions Column: View and action buttons

Understanding Table Columns

User Column

• Shows username
• Primary identifier
• Clickable (opens user details)

Role Column

• Displays user's role
• Common roles: Admin, Manager, User, CSR, Analyst, Platform
• Used for filtering

Status Column

• Active (Green chip): User account is active
• Inactive (Red chip): User account is disabled
• Visual status indicator

Last Active Column

• Shows when user last logged in
• Recent activity (< 7 days): Relative time (e.g., "2 days ago", "5 hours ago")
• Older activity (≥ 7 days): Absolute date (e.g., "Dec 1, 2024")
• Never: User has never logged in

Actions Column

• Open Icon: View user details

Searching for Users

Search Box

1. Type in the search box
2. Search is real-time (debounced 200ms)
3. Searches username field
4. Results update automatically

• Case-insensitive
• Partial matching
• Searches as you type
• Works with other filters

• Type "john" to find users with "john" in username
• Type "admin" to find admin users
• Type partial names to find matches

• Use specific terms for better results
• Combine with role/status filters
• Clear search to see all users

Filtering Users

Role Filter

1. Click the Role dropdown
2. Select one or more roles
3. Table updates to show only selected roles
4. Clear selection to remove filter

• Can select multiple roles
• Shows users matching any selected role
• Example: Select "Admin" and "Manager" to see both

• Admin
• Manager
• User
• CSR
• Analyst
• Platform
• (Roles may vary by system)

Status Filter

1. Click the Status dropdown
2. Select "Active" or "Inactive"
3. Table shows only users with that status
4. Clear to remove filter

• Active: Only active users
• Inactive: Only inactive users
• Clear: Show all users

Combining Filters

• Search + Role + Status work together
• All filters must match
• Example: Search "john" + Role "Manager" + Status "Active"

• Start with search for specific users
• Add role filter to narrow by role
• Add status filter to see active/inactive only
• Clear filters to reset

Viewing User Details

Open User Details

1. Find the user in the table
2. Click the Open Icon (external link icon)
3. User Details page opens
4. View full user information

• Some configurations allow clicking username
• Opens same User Details page

• Full user profile
• Contact information
• Permissions and settings
• Activity history
• Edit capabilities

Pagination

Navigating Pages

• Page Numbers: Click to go to specific page
• Previous/Next: Arrow buttons
• Current Page: Highlighted
• Items Per Page: Default is 10

1. Use page numbers at bottom
2. Click arrows for next/previous
3. Table loads new page automatically
4. Filters and search persist across pages

• Large user lists are paginated
• Filters apply to all pages
• Search works across all pages
• Current page resets when filters change

Creating New Users

Add User Button

1. Click "Add User" button (top-right)
2. Create User dialog opens
3. Fill in user details
4. Save to create user
5. Table refreshes automatically

• New user appears in table
• Table may refresh to show new user
• User is typically set to "Active" by default
• Can be edited via User Details

Understanding User Status

Active Users

• Green "Active" chip
• Can log in and use system
• Full access based on role
• Appear in "Active" filter

• Normal working users
• Users who should have access
• Active team members

Inactive Users

• Red "Inactive" chip
• Cannot log in
• Access is disabled
• Appear in "Inactive" filter

• Temporarily disabled accounts
• Former employees
• Accounts on hold
• Suspended users

Best Practices

User Management Workflow

1. Review user list periodically
2. Check for inactive users
3. Verify roles are correct
4. Remove unnecessary accounts

• Use search for specific users
• Filter by role for role-based tasks
• Filter by status for account management
• Combine filters for precise results

• Keep usernames consistent
• Use clear naming conventions
• Document role assignments
• Track user activity

Security Considerations

• Only authorized users can view table
• Role-based permissions apply
• Sensitive actions require permissions

• Review user access regularly
• Deactivate unused accounts
• Verify roles are appropriate
• Monitor last active dates

Troubleshooting

• Check your permissions
• Verify filters aren't too restrictive
• Clear all filters
• Check if user exists
• Refresh the page

• Check spelling
• Try partial matches
• Clear and re-enter search
• Verify user exists
• Check for special characters

• Verify you have admin/manager role
• Check permissions
• Menu only appears for authorized users
• Contact administrator if needed

• Check network connection
• Refresh the page
• Check for error messages
• Verify permissions
• Contact support if persistent

• Ensure filters are selected
• Clear and reapply filters
• Check for conflicting filters
• Refresh the page
• Verify data exists

Quick Reference

Table Columns

• User: Username
• Role: User's role
• Status: Active/Inactive
• Last Active: Login timestamp
• Actions: View and action buttons

Filters

• Search: Username search
• Role: Multi-select role filter
• Status: Active/Inactive filter

Actions

• Open Icon: View user details
• Three Dots: Additional actions (admin/manager)

Common Tasks

• Find User: Use search box
• Filter by Role: Select role(s) from dropdown
• View Details: Click open icon
• Create User: Click "Add User" button

Need More Help?

• What you were trying to do
• Any error messages
• Screenshot of the issue
• Your role/permissions
• Browser and version
• Whether filters were applied