Step-by-Step Guide:
Navigate to the "Users" section in the left-hand navigation menu.
Click on "Users List". (Screenshot at 0:04 shows the "Users List" option in the navigation)
By default, you will see the "Users" tab selected, which displays a list of all end-users attached to your branches.
To view staff members, click the "Staff" tab. (Screenshot at 0:12 shows the "Staff" tab)
In the "User Level" column, you can see whether a staff member is attached directly to your business ("Nutrogen Demo Client") or to a specific branch (e.g., "Nutrogen Demo Branch").
To search for a specific staff member, use the search bar at the top right of the staff list. (Screenshot at 0:37 shows the search bar)
Click the dropdown menu next to the search bar to refine your search by criteria such as:
ID: A unique identifier visible in their user profile (Screenshot at 0:46 shows the dropdown for searching by ID)
Name (Screenshot at 0:48 shows the dropdown for searching by Name)
Phone Number (Screenshot at 0:49 shows the dropdown for searching by Phone Number)
Email (Screenshot at 0:51 shows the dropdown for searching by email)
Enter your search term (e.g., a staff member's name) in the search bar. The list will automatically update to display matching results. (Screenshot at 0:54 shows an example of searching by name)
Alternatively, you can filter the staff list using the dropdown menus at the top of the staff list:
Status: Filter by "Active" or "Inactive" staff. (Screenshot at 1:10 shows the dropdown for filtering by status)
Select Branch: Filter by the branch to which a staff member is attached. (Screenshot at 1:27 shows the dropdown for filtering by branches)
User Role: Filter by user role such as "Client Admin", "Branch Admin", "Branch Staff", or "Client Staff". (Screenshot at 1:34 shows the dropdown for filtering by user role)
Sort By: Sort the staff list by different fields such as Name, Email, Phone Number, or Role (Screenshot at 2:19 shows the dropdown for sorting options)
By using these search and filter options, you can quickly and easily find specific staff members in the Nutrogen platform and manage their user information and permissions.