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User Settings Guide

Customising the User List view helps you work more efficiently by showing only the information you need.

Updated over a week ago

The View Settings panel helps you quickly customise:

  • Which filters you see

  • Which table columns are displayed

  • How your user list is sorted

Use these options to personalise your workspace for faster navigation and a more efficient overview of user data.

1. Accessing View Settings

  • Navigate to Users in the left sidebar.

  • Click View Settings located above the user table.

This will open a panel on the right side of the screen with three sections:

  • Filters

  • Table Columns

  • Order by

2. Configuring Filters

Filters allow you to choose which search fields appear above your user table (e.g., First name, Last name, Email, etc.).

  • Open Filters.

  • Enable or disable filter fields using the checkboxes.

  • Click Save to apply your filter layout.

The filters will update immediately in the top section of your user list.

3. Customising Table Columns

You can choose which columns appear in the user table.

  • Open Table Columns.

  • Check or uncheck columns to show or hide them.

  • Press Save when finished.

The table updates to reflect your chosen columns.

4. Sorting the User Table

Sorting allows you to define the default order in which user records appear.

  • Open Order by.

  • Choose a field (e.g., First name, Last name, Role, User office).

  • Choose Ascending or Descending direction.

  • Click Save.

This updates the entire table according to your chosen sort rule.

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