To access users within your organisation's account, click on 'Admin Area' and then on 'Users' in the side navigation bar. You will then be taken to the users page (see below).
The User Accounts page displays four columns (#1 in the screenshot): 'Profile', which lists each profile the user has permission to access, 'Name', 'Email address' and 'Last Active'.
Searching and Filtering the User List
You can search for a specific user by typing their christian and/or surname in the 'Filter by name' box. However, if you wanted to filter the list and find users associated with a specific profile or group of profiles, you can do so by selecting the profile button (#2 in the screenshot above) and selecting the name of the profile(s) then click on 'Apply' as shown below:
To search for users with a specific mailing group, click on the Mailing Group button (#3 in the screenshot above) and choose the relevant group from the dropdown list then click 'Apply', as shown below.
To search for users with a specific status, click on the status button (#4 in the screenshot at the top of this guide) and choose the status from the dropdown list, as shown below.
To search for users who were last active in during a particular time frame, click on the Dates button (#5 in the screenshot at the top of this guide) and choose the relevant time frame from the dropdown list, as shown below, then click 'Apply'.
To search for user accounts that were created during a particular timeframe, click on the Dates button (#5 in the screenshot at the top of this guide) and choose the relevant timeframe from the dropdown list, as shown below, then click 'Apply':
Note: you can use both the Profile and Status buttons for your filtering, for example, search for all unverified users associated with a specific church or group of churches/buildings.
Your filtered list will now appear. To clear your filtered list, click on the 'Clear' button as highlighted in red below.
Export your User List
By clicking on the Export button (#6 in the screenshot at the top of this guide), you can download the current list to CSV/Excel Spreadsheet which will open on most spreadsheet packages (eg Microsoft Excel, Google Sheets, Open Office etc).
Note: The CSV/ Excel Spreadsheet download can take time, particularly for a long list. However, you can continue working on other business within the platform while the list downloads in the background.
To view the details for a user, see our article titled 'View Details for a User' .