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How to View Users?

  • Updated

An Introduction

In the digital landscape, managing and understanding user profiles is pivotal for effective interactions and personalized experiences. Let's dive into the process of efficiently viewing users and unlock valuable insights for enhanced user engagement.

In our system, users can be of many types with different roles:

  • Admin
  • Counselor
  • Agent
  • Publisher

When setting up a CRM account, the process involves adding users, assigning specific roles and permissions to govern their tasks, and creating teams to facilitate data sharing and collaboration among team members.

 

Pre-requisites

As a precursor, you should have access to Manage users and be allowed to manage data. To validate the same, follow the below steps

  1. Login to your Meritto Account
  2. Click to expand the Menu and you will see User Access Control
  3. Click to expand the User access control and you will see a sub-menu as Manage User.
  4. On the Users  Listing page, you will see the Active/Inactive/Invited user section.

If you don't see any of the above, please get in touch with your Customer Success Manager.

 

How to View Users?

Once you have access to Manage users, just click on the sub-menu and you will land on the User listing page where you can see all the users created for the specific institute by the role name and by the permission template assigned.

You can either Search out specific users, Filter out specific users by role and permission group, or Download the entire list of users that has been created.

user view 1.gif

If you want to see the user information say for example User “Aditi”, you can simply click on the respective User name Title, clicking on which will open the respective User Details via an overlay from Right. On this overlay, the following user information will be visible - Client specific information, user information, address information, social information, signature, device & app information, and communication information.

If you further want to see the information available below you can simply click on the specific accordion, say user information, you can simply click on the user information accordion here and it will show the respective information.

To move back to the previous page, you can simply use the cross button at the top.

view user detailss.gif

How to Search Users?

On the Users Listing page, select the Search icon. You have the option to search for a user using their Email, Name, or Mobile number. Alternatively, you can search using multiple email IDs separated by commas.

search user.gif

 

How to Download Users?

download user.gif

  1. Search out the user name or user list by comma separated or select bulk user. 
  2. Click on the Download action in the top right corner.
  3. You will get to see a Confirmation pop-up. Click Yes to Download.
  4. You will see a Successful Download Intimation screen. Just click on the hyperlink.
  5. You will be taken to the Request Status page where you can see the Status of your Download Request.
  6. Once the Status of your Download Request is successful, you may click on the Single Action against the Request.
  7. Click on Download Action and your CSV will be downloaded.

In the Downloaded CSV, you will see the users and all their information in order of dependency. 

 

How to View User Details?

Once you land on the User listing page you will be able to see all the users including your subordinate role and users with the same role. Users above your role hierarchy and your own record cannot be seen in the listing. Wherever a name appears in a row, there is a hyperlink, and by clicking on the hyperlink you can view specific user details. 

The user profile will be open with a side slider panel. 

In the 1st part, the following information and actions are available:

Active inactive invited.gif

  1. On the top of the profile, the name initial will be visible. Below the profile picture, the name will be visible with the role assigned to the user. Below the name the email and mobile number will be visible and below that, the user status will be visible. 
  2. For users in the invited user tab, the following 2 options will appear in 3 dots:
    • Re-invite User - Clicking on this will send an invitation link to the user for activating the account
    • Delete User - Selecting this will delete the account of the user
  3. For users in the Active/Inactive user tab, the following 2 options will appear in 3 dots: 
    • Deactivate/Activate user - Selecting this will activate or deactivate the user
    • Delete User - Selecting this will delete the account of the user

In the 2nd part, there are seven specific user information tabs available which are as follows:

2nd part user details.gif

  1. Client-specific information - In this tab the user’s institute-related information is available. This is an editable tab. The following information is available:
    • Permission assigned to the user
    • Allocated Form(s) to the user
    • User Type - Counselor Manager or Evaluator
  2. User Information- In this tab the user’s personal information is available. The following information is displayed in this tab - First name, Last Name, Role, Email, Phone Number, Date Of Birth. All the information gets captured in this tab from the user’s personal profile page.
  3. Address Information - In this tab the user’s address-related information is available. This is a non-editable tab. The following information is displayed in this tab - Country, State, City, Zip Code, Time Zone, and Complete Address Information. All the information gets captured in this tab from the user’s profile page.
  4. Social Information - In this tab the user’s/institute’s social account information is available. This is a non-editable tab. The following information is available: 
    • LinkedIn URL
    • Twitter URL
    • Facebook URL
  5. Signature - In this tab, the user's signature can be defined. This is an editable tab and in this, a rich text editor is integrated. Any user can make his signature impressive by using HTML CSS and many more options.
  6. Device & App Information - In this tab, the user’s ‘latest’ mobile device information is displayed. This is also a non-editable field. In this tab, the available information is as given Device Brand, Device Model, Device OS, Device OS Version. This information will be captured from which device the user is last logged in.
  7. Communication Information - In this tab the user’s email or mobile sender id can be defined. This is an editable tab and both the fields are dropdown type fields.