Users Page
To View the Users Page
- Click Administration
- Click Users from the drop-down menu
By default, when you get to this page, you will see an overview of your used and available licenses, the list of your users with their respective account permissions, groups and actions.
How to Search for Users
Many pages within the 1Life Platform contain search bars. These will display a preview like: “Search by name…” to indicate what you should type into that specific search bar. Entering a name in this case will filter the list to display only users with that name.
How to Use Page Filters
Many pages within 1Life Platform contain filters.
These filters can be used as a quick search feature to allow you to find items within large lists with ease. One such page is the Users page.
Clicking the Filter button on this page will open the list of filters currently available. From here, if you wanted to look up one specific user by name or email, you would type their information into the spaces then press the Apply button.
You can press the Filter button to minimize the options but note the button style has now changed color to indicate that filters are currently active. You will also see the list of users below has been updated to reflect the list of individuals that met the desired criteria.
To remove your filters, reopen the Filter button, then press Clear: you will notice the Filter button returned to its normal color.
How to Export the User List
Clicking the Export button will download the list of currently displayed users to an Excel (.xls) file. There are two versions of the User page export.
The first is the User's Details Report which contains all the basic users information, such as: their name, title, email, phone number, username, hire date, date added, permissions, status, which groups they are attached to, and includes their assigned supervisor(s) if applicable.
This other option is the User's Activity Report which contains all the same information as the details report, but will also include: total form count, outstanding forms, total document count, outstanding documents, total task count, outstanding tasks, total training count, and outstanding training.