Once an Organisation User has been added to the system, they will be displayed on the Organisation User’s screen.

Navigate to the Organisation User screen, all active Organisation User’s will be displayed here, 10 users will display on the screen, if there are more Organisation User’s in the system, scroll to the bottom of the screen, and change the items per page.

Alternatively, the search bar can be used to locate specific users - all or one of the fields can be used to conduct a search

Once the search criteria has been completed, press the blue magnifying glass to run the search

To clear a search criteria, press the red cross to clear criteria entries

Search: Type Organisation User Name to search for an Organisation User
​Created Date Range: Search for Organisation User’s created within a selected date range
​Select Roles: Search for Organisation User’s by role type
​Status: Active/Inactive Search for Organisation User’s by Status
​Export All: Export all Organisation User records in the system
​Export: Export only the Organisation User records that have been searched
​Hide Filter: Hide the search filter options
​Create: Create a new Organisation User

To edit a user - locate the appropriate user. There are a few quick edit options under the Actions column.

View: View the Organisation User record
​Edit: Opens the edit menu for the Organisation User

Change Status: When the Status is blue, the User is active. Clicking this button to change the record to Inactive, meaning that the User is no longer visible, unless searching for Users with Inactive/All Status.
​Delete: Removes the Organisation User record altogether
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Please Note - It is advised that when an Organisation User leaves your organisation, edit their record to remove their access from the system by un-ticking the box to give a User access. Once the last pay run has been completed and all relevant Commissions and Reports have been run make them inactive which will stop other Users from adding them to transactions in error.