User Management gives administrators access to see all of their users 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 View
- Search Users
- Sort and Filter
- Export View
- Add New Users
- Managing Users in a Multi-office Context
Users View shows all records associated with your firm. The Users View 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.
The search bar allows administrators to quickly locate a specific user anywhere in the table.
- Users can be searched by name or email address.
- Partial names or emails are accepted, eg: "John" or "@NitrogenWealth.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.
Sort and Filter
The Users View 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 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.
Add New Users
In addition to seeing all users in their office, a user with Add/Edit permissions can create and update Users right from the main page.
Add Users One at a Time
Creating new Users is a quick and simple process.
1. Click the "+" button to open the Add User side panel.
2. Fill in the relevant user information and select the user type.
3. Once you have entered all user details, click Save.
Success! The new user can log in to Nitrogen as soon as you notify them their account is ready.
Managing Users in a Multi-office Context
If your firm is on Nitrogen Ultimate, you've got access to advanced multi-office controls within User Management. You can navigate to your Users or Offices using the sub-navigation menu on the top left.
This is where you can view all current offices and determine which offices have client and/or model sharing enabled for their users. When adding a new user, you have the ability to place them into an office, move them into another office, or create a new office. You also have the ability to enable client and/or model sharing across an entire office.