INDEX
The team page has had a makeover! 🤩
We are launching a brand new team page, currently in beta version, as it will continue to evolve and be enhanced with the aim of ultimately replacing the current team page.
As a reminder, the team page allows you to centrally manage all users, groups, and subsidiaries of your account.
1- The New User Listing
1. Objectives of the New User Listing
In the first phase, we focused our development efforts on the user listing section.
The advantages of this new user listing compared to the old one (in its current production version) are:
A list that includes users from all subsidiaries
More filters available
A clearer view of the deployment methods used by users
A clearer view of the licenses consumed
A quick preview of the signatures and campaigns assigned to each user
2. Who Has Access?
Admins, which include:
Global administrators
Subsidiary administrators
Tenant administrators
3. Available Features
Ci-dessous sont listées les fonctionnalités disponible (d'autres sont à venir très prochainement, et cette FAQ sera donc mise à jour) :
6 filtres combinables :
With/without signature | This filter is based solely on the "active" signatures assigned to the user. |
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With/without campaign | This filter is based solely on the "ongoing" campaigns assigned to the user. |
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Consumed license | This filter applies if the user has at least one "active" signature assigned or at least one "ongoing" campaign assigned. |
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Deployment mode | The user listing can be filtered based on the types of deployment/connection used by users in the last 14 days:
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Role | The user listing can be filtered by role:
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Subsidiary (if there is at least one subsidiary) |
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Multiple selection | If at least two filters are activated, the "Reset" button will appear to remove all filters. |
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NB: The combination of filters implies an "AND" operator between the different filters.
Example:
If I filter by Role = "User" and With/without signature = "without signature," I will get results for users who have the User role AND who do not have a signature.
A complete listing with user data:
Full name |
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Subsidiary affiliation | Only if the account has at least one subsidiary |
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Number of assigned signatures | The number of "active" signatures assigned to the user is shown. |
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Number of assigned campaigns | The number of "ongoing" campaigns assigned to the user is shown. |
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Number of assigned groups | The number of groups assigned to the user is shown.
| Hovering over this number displays the names of the first 5 assigned groups, with the number of additional results not shown. |
License consumption |
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Connection status for the last 14 days For each of the following:
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Role | A user can be:
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4. Keyword Search
The search bar in the upper right corner of the page allows you to search for a user by:
Last name
First name
Email address
5. Filtered Selection and Export
Filtered export is finally available! 🎊🙌
Filter, select a few users or all at once, then export the data in CSV format.
6. Adding Users
Clicking on the "Add users" button will redirect you to the old team page for now, but at least it's now existing on the New team page. It's a work in progress!
The same functionalities as before are available, so don't hesitate to consult the existing article on this subject.
7. User Profile
You can now click on a user to open their personal profile.
Please note that we are gradually improving the product.
Everything will be recorded there:
Their main information in the upper panel contains :
Name
Picture modification
Connexion type
Licence consumption
Role change dropdown
Delegation (soon)
Delete button (soon)
Their list of their attributes
Their assigned and active signatures with a preview and redirection button,
Their active assigned campaigns with a preview and redirection button,
The groups they belong to
2 - Coming Soon on the Team Page
We are continuously developing and presenting advancements to enhance this new team page in order to completely replace the old one.
This article will be continuously updated with each new feature.
In the meantime, we maintain access to the old team page where all functionalities remain available.
