This guide will help you navigate and understand the Assigned Users screen, where you can manage and track all users assigned to you.
Purpose of the Page
The All Assigned Users page provides a searchable list of users assigned to your account, showing relevant activity and categorization. It's mainly used by team leads, coaches, or coordinators to monitor user status and engagement.
🔍 Breakdown of the Page
1️⃣ Search Bar
- Location: Top-left of the table section.
- Function: Use this to quickly find a user by name or email.
- How to Use: Start typing a name or keyword, and results will dynamically filter.
2️⃣ User Table
This section displays user records in a tabular format.
📄 Table Columns Explained
| Column | Description |
|---|---|
| Name | Clickable user name (e.g., Mureed Sultan) opens that user’s profile or resume dashboard. |
| User’s email address for communication. | |
| Date Added | The date the user was assigned to your account. Useful for tracking onboarding. |
| Last Login | Shows the last time the user accessed their account — helpful for tracking engagement. |
| Group | Custom grouping of users for internal classification (e.g., “test” group). |
| Tags | Additional tags like role or category (e.g., CSR = Customer Service Representative). These tags help filter or segment users. |
3️⃣ Pagination Controls
- Located: Bottom-right of the table.
- Controls:
- Prev / Next: Navigate through multiple pages if you have many assigned users.
- Page Number Highlight (e.g., 1): Current page number is highlighted in orange.
🧠 How to Use This Page Effectively
| Goal | Action |
|---|---|
| View specific user info | Use the Search bar to find the user instantly. |
| Monitor engagement | Check Last Login to see if the user is active. |
| Organize users | Use Group and Tags to sort users by type or purpose. |
| Access user profiles | Click the user name link to open their dashboard. |
✅ Example Use Case:
You’re managing job seekers tagged as "CSR". You can:
- Filter with CSR in the search box.
- Check login dates to see who needs follow-up.
- Click names to view resume progress or send reminders.