Advanced User Management
Advanced User Management has been released, and the old User management has been deprecated. Now, the Users menu option within the Settings dropdown will redirect you to Advanced User Management, where you will find all the same user management features you are used to, except with a faster, modern user interface.
If you have questions about Advanced User Management, please reach out to your CSM.
Filter Users Table by Company Fields
With Advanced User Management, you can customize columns in the Users table to include Company fields. Now, you can also filter the users table by Company fields.
To filter the users table by one or more company fields, click Filters button then:
- Click Select Filters button to display the dropdown of all user and company fields
- Scroll down until you see the Company icon and header, followed by all Company fields
- Select the Company field you want to filter on; the field will be displayed in the Filters drawer
- Find the Company field in the Filters drawer and select the field values you want to filter on
- Click Apply
The Users table will be updated to display all user records that match the filter criteria and the filter will be displayed above the table.
Restrict User Admins from Switching To System Admins
An update was made to restrict User Admins from using the Switch To function to impersonate System Admins and gain additional permissions they would normally not have. Now, User Admins will no longer see the Switch To function available on System Admin user records.
However, User Admins will still see the Switch To function available on all other users, including User Admins and Content Admins.
Additional Enhancements
UX Updates on Settings Dropdown
The Settings Dropdown has been updated to improve the usability of the menu. You will now find three sections displayed, depending on the level of access granted to the user viewing the menu.
- Manage - This section contains links to modules or sections requiring frequent updates, such as Dashboard Settings, Partner Plan, Partner Journey Automation, Channel Insights, and more.
- Users - This section contains links to manage users, companies, and groups.
- Configure - This section contains links to modules that are required for the initial setup of the partner portal and are less frequently used.