User Lists may be viewed from the Managers App.
If role hierarchy is enabled, the User Lists may be filtered to show the viewer only users reporting to their role.
Each list is filtered by any user property (such as profile or role). The list can be searched by any field.
The user's password may be reset from the list (by admins), and 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 (see below).
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.
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 Regiona 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 you to search the list by (in the search bar) and the Smart Search fields that uses can filter the list by.
The Smart Search fields appear on the left margin of the list, allowing users to select values to narrow the list down by.
Assign lists to be displayed per profile.
Access the User List from Pepperi Manager App Home Screen
The User List is accessed via a button on the home screen of the Pepperi Manager.
Go to Settings -> Company Profile -> App Home Screen
Open the General fields, and add the Users List you created to the layout.