Enterprise User Management is a feature of Enterprise Cloud.
Enterprise User Management gives Administrators access to see all of their users, firms, and related information in a single dashboard. Administrators can search, sort, and filter to identify which users are active, which settings have been activated, and confirm the correct configuration of information such as disclaimers and plan type.
In this article:
Users and Firms Views
Users and Firms Views show all records associated with your enterprise. You can switch between views by selecting Users and Firms in the top left.
The Users and Firms Views will show 10 records per page by default, however, you can change the number of records by selecting Results per Page in the bottom right.
Search Users and Firms
The search bar allows administrators to quickly locate a specific user or firm anywhere in the table. Select the type of record to search for — either Users or Firms — by toggling the list view to the left of the search bar.
- Users can be searched by name or email address.
- Firms can be searched by name or Firm ID.
- Partial names or emails are accepted, eg: "John" or "@riskalyze.com".
To start a search, enter the desired search term(s) then select "Apply" and the table will refresh with the results.
To perform a new search, enter the new text in the search bar and click Apply. The previous terms will be replaced with the new results.
Pro tip: To find users based on multiple criteria, combine a search with one or more column filters.
You can also clear the current search and refresh the table by selecting the X.
Sort and Filter
The Users and Firms Views can also be sorted and filtered by column. Clicking on the column header will show the sort and filter options for that data. As sorts and filters are applied, tags will appear to the right of the search bar for quick reference.
To remove a sort or filter, click the X on the applicable tag.
Users and Firms can be exported as separate CSV files. The downloaded file will reflect any filters that have been applied to the current view.
Click the download button at the top right of the selected view to export your data.