Overview
The Users tab in Client Management gives Client Managers a centralized location to view and manage all users within a tenant or group, including their contact information, account status, and login activity. It is designed for Client Success Managers, Corporate Managers, and Distributors who oversee multiple sites and accounts.
Accessing the Users Tab
This feature requires a Client Manager role with elevated access.
It will also display all the list of users automatically — no additional action required.
Steps:
Log in with a Client Manager role
From the top navigation tabs, click Clients
In the left pane, locate your group in either card view or table view. In table view, use the ellipsis button (⋮) to switch to card mode.
Click the group card you want to inspect
If needed, select an individual tenant card within that group
Click the Users tab at the top of the details panel
The Users tab will display all users in the selected group or tenant
Interface Elements
Element | Description |
Users Tab | Tab selector showing all users for the current group or tenant |
Search Box | Text input to filter users by name or email |
User List | Table displaying all users with Name, Email, Status, and Last Login columns |
User List Columns
Column | Description |
Name | Full name of the user |
Email address associated with the account | |
Status | Current account status (Active, Inactive, Pending) |
Last Login | Date and time of the user's most recent login |
How to Search for a User
Quickly locate a user by name or email address.
Steps:
Open the Users tab for your tenant or group (see Accessing the Users Tab)
Click in the Search box at the top of the user list
Type the user's Name or Email
Results filter automatically as you type
Understanding User Status
The Status column shows the current state of each user account:
Status | Meaning |
Active | Account is active and the user can access the system |
Inactive | Account is disabled or has been deactivated |
Pending | Invitation has been sent but not yet accepted by the user |
Monitor status regularly to identify unused accounts or access issues.
Understanding Last Login
The Last Login column shows when each user last accessed the system. Use this to gauge engagement and identify accounts that may need attention. If empty, this indicates the user has not logged in.
Use Last Login data to:
Identify users who may no longer need system access
Spot potential training opportunities for inactive users
Measure engagement levels within your tenant or group
Best Practices
Regular User Audits: Review the Users tab monthly to identify and clean up inactive accounts, especially for large tenants.
Monitor Login Activity: Check Last Login dates to understand user engagement and identify training needs.
Keep Contact Info Updated: Ensure email addresses are current for system notifications and communications.
Troubleshooting
Issue: Users Tab Is Not Visible
Solution: Verify you have Client Manager access and the appropriate permissions. You may need to request elevated permissions from your system administrator.
Issue: Last Login Shows an Old Date
Solution: The Last Login timestamp reflects the most recent authentication event. If a user left a session open from a previous day, it may not update until their next fresh login.
Summary
The Users tab centrally displays all tenant and group users with their contact information, account status, and login activity. Use this feature to audit user access, monitor system engagement, identify inactive accounts for cleanup, and support effective user management from the Client Manager experience.