Users Management
New Users Management Dashboard
Written by Ivanna Parra
Updated at September 30th, 2024, by Ivanna Parra
Table of Contents
Filtering Ordering Adding new users User overview User actions Bulk actions Export Users Data DictionaryThe Users page is designed for easy user management within your account. Adding, editing, filtering, importing, or exporting users to and from your account has never been easier.
This article will serve as a guide through the different options and functionalities that this feature has to offer.
FYI We paginate records with a limit set to 60 by default.
Filtering
You can filter users using a basic search or a more detailed search. Both options let you filter by multiple value— please remember to separate them with or , OR .
Simple Search
A simple search is here to make your workflow faster and better optimized for your needs. By typing in your search bar you will be filtering users by their full name, search bar can also take in multiple search values.
Advanced Search
This one is for users with more technical knowledge! Advanced filtering will enable you to query users by multiple fields at once, either through UI or query writing. Each field can take multiple values, and each field can be combined with other fields. When building a query please be sure to separate keys with & symbol.
Filtering through UI will also generate a search query that will be located in the search field, you can edit this query for better workflow.
Ordering
By default, all records will be sorted by role, but you can also choose to sort them by name or job title. You can find the sorting button
in the table header next to each attribute. Sorting can be combined with all actions on the user dashboard.
Adding new users
Adding new users can be done by clicking on the 
button, or by importing users through CSV.
Learn more about adding users →
User overview
By clicking on a user's name you will be shown the user's information and detailed statistics.
User actions
Hover over a user to display actions that can be performed.
Edit User
You can edit the user's attributes including First name, Last name, Email, Job Title, Role, and Groups that the user is assigned to.
Delete User
Super Administrators and Administrators can remove users from your Knowledge Base account. Deleted users can be added again to your account.
Deactivate/Reactivate User
You can deactivate a user to restrict its access to the Knowledge Base account— every deactivated user can be activated again by a Super Administrator or Administrator.
User's Activities
You can check the user's activities by clicking on 
Bulk actions
If you need to perform some actions on multiple users you can use bulk actions by checking the user's checkbox next to its name or using the check all option in the user's table, this will reveal bulk actions in the table header.
The Select All Option will select all users on that page.
Edit Users
In this bulk action changed parameters will be applied to selected users.
Activate/Deactivate Users
In this bulk action selected users will be deactivated or reactivated.
Delete Users
In this bulk action selected users will be removed from the account.
Export Users
You can export the User's file in CSV or XLS format:
- Log into Helpjuice
- On your Dashboard, click on the Users button
- Click on “Export Users”
-
You have two options:
- Export CSV
- Export XLS
The Users file exported from the Users page includes up to 1000 users. If you have +1000 users:
- Super Administrators: Export a backup from the Backup & Restore section and check the Users.csv file.
- Super Administrators & Administrators: Export the Users file in CSV or XLS format from the Export Data page.
Data Dictionary
| Column | Description |
|---|---|
| id | The id of the user |
| first_name | The user's first name |
| last_name | The user's last name |
| job_title | The user's job title |
| The user's email address | |
| notify_about_drafts |
Email Notification: Drafts Submitted For Review
|
| notify_about_articles |
Email Notification: Notify About New Published Articles
|
| weekly_analytics_subscribed |
Email Notification: Weekly Analytics Email
|
| weekly_articles_subscribed |
Email Notification: Notify Weekly About Changes In Followed Articles
|
| sign_in_count | How many times a user has logged in since they were added to the KB |
| current_sign_in_at | Is updated every time the user signs in |
| last_sign_in_at | Is the timestamp for the previous login |
| created_at | When the user account was created |
| updated_at | The last time the user account was updated |
| password_changed_at | The last time the user updated their password |
| role_id | The user's user role |
| deactivated_at | Indicates when the user was deactivated |