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User List

This is your main directory of all users in the system. Think of it like a contact list for everyone who has an account. You can browse, search, filter, sort, and manage users from one place — including editing their details or removing them entir...

Written by Ronny Christensen
Updated over 3 weeks ago

What This Screen Does

This is your main directory of all users in the system. Think of it like a contact list for everyone who has an account. You can browse, search, filter, sort, and manage users from one place — including editing their details or removing them entirely.


How to Get There

  1. Open the dashboard.

  2. In the left-hand menu, click User.

  3. You are now on the User List screen.


Step-by-Step Guide

1. Browse the User Table

When the screen loads you will see a table with all users. Each row shows:

Column

What It Shows

Name

The user’s full name and avatar. Their email address is displayed below the name in grey text.

Phone Number

The user’s phone number.

Company

The company the user belongs to.

Role

The user’s role in the system (e.g. Admin, Leader, Hr Manager).

Status

A colored badge showing the user’s current status — green for Active, yellow for Pending, red for Banned, or grey for Rejected.

  • Click any column header to sort the table by that column. Click the same header again to reverse the sort order.

2. Filter by Status

Above the table you will see a row of tabs. Each tab shows a status and the number of users with that status:

Tab

What It Shows

All

Every user, regardless of status.

Active

Users whose accounts are active and working.

Pending

Users who are awaiting approval or setup.

Banned

Users who have been banned from the system.

Rejected

Users whose applications or accounts were rejected.

  • Click a tab to filter the table instantly.

  • The count badge on each tab tells you how many users are in that category.

3. Filter by Role

  • Above the table, find the Role dropdown on the left side.

  • Click it and check one or more roles to filter by (e.g. “Admin”, “Leader”, “Hr Manager”).

  • The table updates immediately to show only users that match the selected roles.

  • You can select multiple roles at the same time.

4. Search by Name

  • In the search bar next to the Role dropdown, type a name.

  • The table filters in real time as you type, showing only users whose name contains what you typed.

  • Clear the search field to see all users again.

5. View Active Filters

  • When you have any filters applied (status tab other than “All”, roles selected, or a search term), a filter summary appears below the toolbar.

  • It shows the number of results found and chips for each active filter.

  • Click the X on any chip to remove that specific filter.

  • Click the Clear button to reset all filters at once and return to the default view.

6. Quick Edit a User

  • Find the user you want to edit in the table.

  • Click the pen icon (Quick Edit) on the right side of their row.

  • A quick edit form will open where you can make changes without leaving the list.

  • Save your changes in the form, or close it to cancel.

7. Edit a User (Full Edit)

  • Click the three-dot menu (⋮) on the right side of the user’s row.

  • Select Edit from the dropdown menu.

  • You will be taken to the full user edit screen where you can update all their details.

8. Delete a Single User

  • Click the three-dot menu (⋮) on the right side of the user’s row.

  • Select Delete from the dropdown menu (shown in red).

  • A confirmation dialog will ask: “Are you sure want to delete?”

  • Click Delete to confirm, or close the dialog to cancel.

  • The user will be removed from the table.

9. Delete Multiple Users at Once

  • Check the checkbox on the left side of each user you want to delete.

  • You can also click the checkbox in the table header to select all users on the current page.

  • A blue action bar will appear at the top of the table showing how many users are selected.

  • Click the trash icon in the action bar.

  • A confirmation dialog will ask: “Are you sure want to delete X items?”

  • Click Delete to confirm, or close the dialog to cancel.

  • All selected users will be removed from the table.

10. Create a New User

  • Click the New User button in the top-right corner of the screen.

  • You will be taken to the user creation screen.

11. Use the More Options Menu

  • Click the three-dot menu (⋮) next to the search bar in the toolbar.

  • You will see three options:

Option

What It Does

Print

Opens a print dialog for the current user list.

Import

Allows you to import users from an external source.

Export

Allows you to export the current user list.

12. Adjust Table Pagination

  • At the bottom of the table you will find pagination controls.

  • Choose how many rows per page you want to see (e.g. 5, 10, 25).

  • Use the arrow buttons to move between pages.

  • Toggle Dense mode to make the rows more compact, fitting more users on screen at once.


What Happens Behind the Scenes

Page loads
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    v
User list data is loaded into the table
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    v
You apply filters (status tab, role dropdown, or search)
    |
    v
Table filters data locally (no new API call)
    |
    v
Filtered results are displayed with pagination applied
    |
    v
(If you delete a user)
User row is removed from the local table data
    |
    v
Table pagination recalculates to account for the removed row(s)
    |
    v
(If you click Edit)
You are redirected to /users/:id/edit


Troubleshooting

“I cannot find a specific user in the table”

  • Make sure the Status tab is set to All. If you have a specific status tab selected, the user might be filtered out.

  • Check the Role filter — clear any selected roles by clicking Clear in the filter results bar.

  • Clear the search bar to make sure you are not filtering by name.

  • The user may be on a different page. Check the pagination controls at the bottom of the table.

“The table is empty and says no data found”

  • You likely have filters applied that match no users. Look for the filter summary bar and click Clear to reset all filters.

  • If the table is empty even with no filters, there may be no users in the system yet. Click New User to create one.

“I accidentally deleted a user”

  • Deleted users are removed from the current view immediately. If this was done in error, the change may not be reversible from this screen.

  • Contact your system administrator to check if the user can be restored from a backup or the server-side record.

“The sort order seems wrong”

  • Click the column header once for ascending order (A→Z, low→high) and again for descending order (Z→A, high→low).

  • Only one column can be sorted at a time. Clicking a new column header will sort by that column instead.

“I selected users but the delete action bar is not showing”

  • Make sure you are clicking the checkbox on the left side of each row, not just clicking the row itself.

  • The action bar only appears when at least one user is checked. Look at the top of the table for the blue bar.

“The status badge colors all look the same”

  • Status colors are: green = Active, yellow = Pending, red = Banned, grey = Rejected.

  • If they look similar, check your display settings or try adjusting your monitor’s color profile.

  • The status name is also written inside the badge as text, so you can read it directly.

“I clicked Print / Import / Export but nothing happened”

  • These options are available in the three-dot menu next to the search bar.

  • They may require additional configuration or permissions to function. Contact your administrator if they do not respond when clicked.

“The Quick Edit form is not saving my changes”

  • Make sure all required fields in the quick edit form are filled in correctly.

  • Look for red error messages on any field — they indicate what needs to be fixed.

  • Close the form and try again. If the problem persists, use the full Edit option from the row menu instead.

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