The Main User List grid can be used to create new Internal Employee and Internal Technician users for the site owning client, as well as a means to view and download ALL users on your site. This grid can also be used to download the import template for updating existing users or creating new users.
Grid Overview
The Main User List grid can be found under the Administration panel on the navigation menu.
By default, all inactive users are hidden from this grid, so you will only see Active users. If you want to expose the inactive users, click on the toggle to include inactive users:
Filter Options:
- Select a Role - this option allows you to filter from one of the 6 role options: District Manager, Internal Employee, Regional Manager, Store Manager, Technician, Vendor. When you use this filter, the grid will filter for users who are in the filtered role.
- Select a Permission Group - this option allows you to filter for one of the multiple permission group options on your site. The options in this drop down will vary per site, as each site can have different permission group names. When you use this filter, the grid will filter for users in the filtered permission group.
- Save as New List - Instead of manually creating a list using the normal Create List option in the navigation panel, users have the ability to create a list with their filtered roles/permission groups. When you select 'SAVE AS NEW LIST', a pop-up will appear asking for a list name. When saved, you will be taken to this list, and the list will be added to the navigation panel.
Adding Users
Note before adding users: From this Main User List grid, you should only be adding Internal Employees or Internal Technicians for the site owning client. Any store, vendor, district, or regional managers should be added on their respective record (i.e. if it's a store user, navigate to the store the user is associated to).
To add new users, select the Add User button in the top right corner of this grid:
Fill out the required fields on the pop up:
Username - the email the user will use to log in to Fexa
Contact Email - the email the user wants to be contacted through (may be same as the username)
Password - whatever the user wants their password set to. Users can reset this after being created.
User Type - this is the role for the user and should be set to Internal Employee or Technician.
Permission Group - this is the permission group the user should be in. Anything the group already has access to, this user will as well.
First/Last Name - first and last name of the user.
Address/Time Zone - this should be their business address.
Language - this is the language the users Fexa should be in. Please note that only some fields will be translated to this language. Any fields not added by Fexa will not be in this language.
Save the user once all required and desired fields are filled out.
Updating Existing Users
All users can be updated manually from this menu. Find the user to update, double-click on the user, make any necessary updates, and save the user. This is the recommended way to update a few users.
If you need to update users in mass, the importing tool is available. You can quickly navigate to the import template using the hamburger menu in the top right:
To import new users or to import updates to existing users, click on the Download Import Template and follow the User Import V2 article. You can then navigate back to the Main User List and select Import User Data.
When you click on the Import User Data button, you'll be taken to the imports grid. From here, browse your files and select the file to import. Select Upload and import your file.
Downloading Users
Before exporting a list, make sure you are logged in with an email address you have access to as this button sends an email to the email address you are logged in with. To export the list of users, navigate to the Main User List grid and select the hamburger menu:
Select 'Export User Data'.
Check your email for the downloaded list of users.