Users

v2.20.1

The Users tab is the primary workspace for managing access users. Use it to view all users, monitor their status and group memberships, and navigate to creation and editing workflows.

Switching View Modes

Use the view toggle button in the toolbar to switch between the two available layouts:

Your view preference is saved automatically in your browser and restored on your next visit.

The table view displays all users in a data grid:

The card view organises users alphabetically by name:

User Information

Each access user record contains the following information:

FieldDescription
First & Last NameThe user’s full display name.
EmailContact email address.
PhoneContact phone number.
StatusCurrent access status: Active, Inactive, Expired, or Disabled.
Valid From / Valid ToThe date range during which the user is authorised. Blank means unlimited.
GroupsThe access groups the user belongs to.
LocationsPhysical locations the user can access, inherited from group assignments.
CardsUp to four access cards (ID + code) linked to this user.
RolesPermission roles assigned to this user.
Business UnitVisible to administrators only; indicates the user’s organisational unit.
Created / EditedTimestamps showing when the record was created and last modified.

User Status Indicators

The status badge on each user record reflects their current access state:

StatusMeaning
ActiveThe user is currently within their valid period and has full access.
InactiveThe ValidFrom date is in the future; the user cannot access yet.
ExpiredThe ValidTo date has passed; access is no longer granted.
DisabledAn administrator has manually disabled the user account.

Searching and Filtering

Several mechanisms are available to narrow down the user list:

Active filters are highlighted visually. Click Clear All Filters to remove all active filters at once. Filter selections are saved in your browser and restored on your next session.

Toolbar

The toolbar above the user list provides the following controls:

IconControlDescription
view toggleView ToggleSwitches between Table View (data grid) and Card View (alphabetical card layout).
addAddOpens the Create User dialog.
export to excelExport to ExcelDownloads the current user list, respecting any active filters, as an .xlsx file.
export to pdfExport to PDFGenerates a formatted PDF report of the current user list.
table settingsTable SettingsOpens the column and row settings panel - show/hide columns, reorder, set rows per page.

A search bar in the toolbar filters the user list in real time by name, email, or phone number.

Row-Level Actions

Each row in the user list provides two icon buttons in addition to the selection checkbox:

For step-by-step procedures - creating, editing, disabling, and deleting users - see Managing Users.

For managing access cards linked to users, see Access Cards.