This document explains the features of the User List page in Disciple.Tools. This page provides a comprehensive overview of all users, allowing you to view, sort, and filter user accounts.
Accessing the User List
To access the User List, a user typically needs a role with administrative or strategic permissions, such as Administrator or Strategist.
- Click the gear icon (⚙️) in the top right of the screen.
- Select Users from the dropdown menu. The User List will be displayed.
User List Features
The User List includes several features for finding and managing users.
Search and Filtering
At the top of the list, you will find tools to narrow your search:
- Search Users: Find users by name, email, or username.
- Filter by Role: Show only users with a specific role (e.g., Multipliers, Administrators).
- Languages: Filter users by the languages they are proficient in.
- Locations: Filter users by their assigned geographical location.
- Status: Filter users by their current status (e.g., Active, Away, Inactive).
- Workload Status: Filter users by their declared workload status (e.g., Accepting new contacts).
User List Table
The main part of the page is a table that displays a list of users. You can sort the list by clicking on any column header. The table includes the following columns:
- ID: The user’s unique identification number.
- Display Name: The name shown for the user throughout the system.
- Roles: The roles assigned to the user (e.g., Administrator, Multiplier).
- Languages: Languages the user is proficient in.
- Locations: The geographical locations associated with the user.
- Status: The user’s current status (e.g., Active, Away).
- Workload Status: The user’s capacity for new contacts.
- Accept Needed: The number of assigned contacts awaiting the user’s acceptance.
- Active: The number of active contacts assigned to the user.
- Update Needed: The number of the user’s contacts that require an update.
- Last Activity: The date of the user’s most recent recorded activity.
Viewing a User’s Record
To view more details about a specific user, click on their Display Name in the list. This will open their user record.