User Lists allow you to manage all your Pepperi users in filtered, hierarchical lists.
Create User Lists in the Back Office, and access them from the WebApp.
This article explains the edit options available in the User List as well as how to create user lists.
The following actions are available edit each user in the list (each option is explained in detail below):
- User Log
- Reset Password
- Change Profile
- Change Security Group
- Change External ID
- Audit Log
User Log - available for admins only. A log for each user is presented including: the last 10 times they logged in and/or synced, their device type, and the Pepperi version on their device
Reset Password - resets the user's password. User will receive an email with the new password. To customize the email - Customize the Email Template for inviting users
Change Profile - change the profile assigned to the user. More on user profiles - Assign functionality and configurations by user profiles
Change Security Group - change password requirement settings.
Change External ID - change the unique ID assigned to the user. (make sure this is in line with the Accounts assigned to this user)
Audit Log - view changes made to this user. For example a profile change, External ID change.
Create User List
Go to Settings -> Users -> User Lists
- Lists - Create a list, name it, define its filter and sorting
- Configuration - Define the Search and Smart Search fields for the list
- Permission - Assign the lists to the relevant profiles (Rep, Admin, etc)
- Display - Add the User List as a button on the home screen.
- Export - you can export the User List to Excel
Click Create New List
Give the list a name and description.
Sort By: you may sort by any user fields, ascending or descending .
Filter: filter the users included in the list by any combination of the user fields, with the relevant operator AND/OR.
Some user fields useful for filtering are:
- Profile name - create lists by profiles you have created. For more information on profiles see: Assign functionality and configurations by user profiles
- Role name - create a list of all users in a specific role, for example Regional managers.
By default users will see all users in the organization for a given User List, unless the ISUnderMyRole filter is enabled.
- IsUnderMyRole - if role hierarchy is enabled, then setting the "IsUnderMyhRole" filter to:
True - user will see only users under their role in the organization
False - user will see all users in the organization
For example, if IsUnderMyrole is set to True, a regional manager role, will see only the reps that report to them. While the National manager will see all regional managers and reps.
In the diagram below -
Region A Manager will see only Region A reps while the National Manager will see Region A, B and C managers as well as the Region A,B, and C reps that report to them.
For more information on roles see: Setting up Role Hierarchy in your Sales Organization
In the Configuration tab, select the fields to search the list by (in the search bar) and the Smart Search fields to filter the list by.
The Smart Search fields appear on the left margin of the list, allowing users to select values to filter the list.
Assign lists to be displayed per profile.
Access the User List from Pepperi Web App Home Screen
The User List is accessed via a button on the home screen of the Pepperi Web App.
Go to Settings -> Company Profile -> App Home Screen
Open the General fields, and add the Users List you created to the layout.
When viewing the User List you can export it to Excel in the menu (top left):
An Excel file with all the columns in your User List configuration will be downloaded.