You can access the Users feature page by hovering over the Users feature from your MobiWork menu and clicking on the "View Users" option:
The User "List" tab is the default tab you will be brought to once you access the User feature page; from this page you can see all your users' data summarized on one page.
Below is a list of the main features that are located on the "List" tab:
Free-Text Search
You can type in the search bar (free-text search) to locate a specific user. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:
User Name
User Login ID
If the number of users surpasses the number range, the subsequent number of users will be found on the next page:
To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Users section.
Predefined Saved Searches
Saved searches are a powerful search tool where the search-criteria has been saved for future use.
These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.
By default, MobiWork provides a saved search for you to use:
The predefined search for your users can be found below:
Disabled
You can access any of the saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.
If you would like to view all your users, click on the "Show All" option from the drop-down menu:
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:
After clicking on "Create a New Advanced Search" a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Phone" | The phone number of the user. |
| "User Login ID" | The login ID that the user will need to log in to MobiWork. |
| "Group" | The group that the user belongs to. |
| "User Name" | The name of the user. |
| "Email" | The email address for the user. |
| "Status" | If the user is enabled (can log in to the system), disabled (cannot log in to the system), etc. in MobiWork. It will also display if the registration is incomplete, or if awaiting confirmation from the user. |
| "Zip Code or City" | The zip code or city where the user resides. |
| "Creation Date" | The date that the user was created. |
| "Radius " | The radius from the user's city or zip code. |
| "Service Status" | |
| "Supervisor" | The specified user who is charge of managing the selected user. They can access or take action on the user. |
| "Sort by" | Sorts your search in ascending or descending order by: Username, Created Date, Login ID, or Supervisor. |
| "Save this Search" | Allows the search parameters to be saved under a name to be reused in the future. |
| "Search Available to all Users" | Allows the search to be available to all users. |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
Any new searches or existing searches can be managed or edited in the Manage Saved Searches pop-up window:
To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
The "List" tab will display the data associated with the user and will allow you to perform actions on the selected user.
List Tab Columns
In the "List" tab, the columns are structured to display specific data related to each individual user.
These columns are organized as: "Login ID," "Name," "Group," "Customer," "Status," "Settings," and "Actions:"
The corresponding rows under the column headings will display the relevant user data.
The checkboxes (multiple selection area) found to the left of the "Login ID" column, will allow you to select either one or multiple users to manage, enable, disable, etc.:
By clicking the topmost checkbox in the column heading you will select all the users.
The "List" tab column headings are defined as:
| Name: | Description: |
|---|---|
| "Login ID" | The login ID that the user will need to log in to MobiWork |
| "Name" | The name of the user |
| "Group" | The group that the user belongs to |
| "Status" | If the user is enabled (can log in to the system), disabled (cannot log in to the system), etc. in MobiWork. It will also display if the registration is incomplete, or if awaiting confirmation from the user. |
| "Settings" | Indicates the user role of the selected user (i.e., global admin or user) |
| "Actions" | The Paper icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a user. |
List Tab Individual Actions
When selecting a user and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, or disable the selected user.
Any actions that are done with the Individual Actions button will only apply to the selected user:
The Paper icon found under the "Actions" column will allow you to quickly access the View User pop-up window of the selected user:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
List Tab Right-Click Actions
When right-clicking with your mouse on a user in the "List" tab, you will be able to view, edit, or disable the selected user.
The options that are displayed when you right-click on a user are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected user:
The definitions for the actions found in the Individual Actions and when you right-click in the "List" tab are below:
| Name: | Description: |
|---|---|
| "View" | Opens the View User pop-up window |
| "Edit" | Edits the selected user |
| "Disable" | Disables the selected user (they will no longer be able to login to MobiWork) |
The "Global Actions" section is located at the top-right of your "List" tab:
The "Global Actions" section includes:
The Plus Sign button which will allow you to quickly add a new user
The More Actions button (represented by the three vertical dots) which will allow you to enable or disable selected users, view, or add groups, import/export data from Excel and more
The Question Mark button which will direct you to the respective MobiWork Features page
The Graduation Cap which will activate the Onboarding Assistant
After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.
From the More Actions drop-down menu, you can select various actions that will help to manage your users, such as adding groups, importing user data, disabling, or enabling multiple users, and more.
These actions can be performed on a single user or on multiple users.
The complete list of actions found in the More Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Add Group" | Allows you to add a group for the selected the users. The users are then associated with their respective groups. |
| "View Groups" | Allows you to view the groups associated with the users. |
| "Reset Cash on Hand" | Resets the cash on hand for the selected users. |
| "Enable Selected Users" | Enables the selected users so that they can login to MobiWork. |
| "Disable Selected Users" | Disables the selected users so that they cannot login to MobiWork. |
| "Import from Excel" | Imports users from Excel into MobiWork. |
| "Import Skills from Excel" | Imports the specialized skills for users from Excel. |
| "Export to Excel" | Exports users to Excel. |
| "Export Skills to Excel" | Exports the specialized skills for users to Excel. |
| "Export to PDF" | Exports users to PDF. |
| "View Settings" | Directs you to the User Settings page where you can further customize the information and settings (e.g., user skills, types, actions) found on your users. |