Hosted Users

User Information Table

The data table lists all the hosted users for a specific company. By default, all active, suspended, and deactivated users are displayed. You can filter users by using the Show All Users drop-down menu. An active user is able to use the client and connect, while a suspended or deactivated user cannot.

Only those with the Customer End User Company Settings Manager role can view and access the Setup action.

  • First Name
  • Last Name
  • Username
  • Email
  • Status
  • Start Date
  • Last Modified On
  • Actions

Search

Use the Search All Users in the drop-down menu to bring up a list of all hosted users. You can also Search for a specific user by typing their name into the Search All box.

You can filter the list of hosted users by status like, Active, Suspended, or Deactivated or choose a month, which will filter the list by month when a user was initially activated.


Go to: Portal Guide > Account Tab

 

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