Manage Users Page: Overview & Navigation

🧑‍💼 Manage Users Page: Overview & Navigation
 

The Manage Users page is your central hub for managing your entire workforce inside the Ontraccr platform. It allows administrators and managers to view, add, edit, and filter user profiles — all from a single dashboard. This article will walk you through everything visible and interactive on this page, based strictly on what was covered in the product deep dive session.

📍 How to Access the Manage Users Page

To access the user management area:

1. Navigate to the Staff section in the web app.
2. Click on Manage Users.

This will open a full view of all currently active users in your organization.

🔎 Note: Archived users are not shown by default. You must use the filter to view them

🧭 Key Elements on the Manage Users Page

Here’s a breakdown of all the features and interface elements visible on this page:

🔍 1. Search Bar

• Located at the top of the page.
• Allows dynamic searching as you type a user’s name.
• Example: Typing “Aria” filters matching users in real time.

➕ 2. Add User Button

• A red “+ Add” button is located beside the search bar.
• Clicking this launches the Add User slider, where you can input all necessary information to create a new user.
• (Detailed in a separate guide: “Add Users Manually: Step-by-Step”)

👁️ 3. Card View / List View Toggle

• Users are displayed in Card View by default.
• You can switch to List View using a toggle on the right-hand side.
  • Card View shows:
    • Name
    • Role
    • Labels
    • Shortcut to time card
    • Shortcut to manual clock entry
  • List View displays:
    • Name
    • ID
    • Divisions
    • Position

🕓 4. Time Card Shortcut (Yellow Box)

• Clicking this opens a slider with:
  • The user’s current time card for this pay period
  • All recorded time entries

🕘 5. Clock In / Manual Entry Shortcut (Gray Box)

• Clicking this allows admins (with appropriate permissions) to:
  • Clock in a user live into a selected project and cost code
  • Or create a manual time entry for them

⚠️ Important: You must have the “clock in other users” permission to use this feature.

🧾 User Display Details (Card View)

Each user card includes:

• Full name
• Assigned role
• Custom labels (e.g., skill type, location)
• Time card shortcut
• Manual clock-in shortcut

🧭 Summary

The Manage Users page gives you complete control over your workforce at a glance. You can:

• View user details in your preferred format
• Access real-time clocking features
• Search and filter your user base quickly
• Initiate new user creation

This page acts as the launch point for most day-to-day user admin tasks in Ontraccr.