After a user has been created, you can manage their account from the User List and their user profile. This includes updating their information, managing access, and troubleshooting issues.
Open the User List and Find a User
Start by opening the user list:
- Log into your dashboard
- Click Users in the left sidebar
- Select User List
You will see a table with all users.
To find a specific user, go to the column “First name” and click the filter icon next to it.
Enter a name, and the table will automatically update.
If you need more advanced filtering, click the three dots in the top right corner and select “Choose Columns.”
You can then add more fields, such as email or network, and filter by those as well.
If needed, you can also download the current list by clicking the download icon and selecting Excel or CSV.
Open the User Profile
To manage a user, click on their name in the table.
This will open their profile.
At the top of the profile, you will see several tabs. Each tab contains a different type of information.
Overview Tab
When you open a user profile, you will land on the Overview tab.
Here you can update details like the user’s name, email address, and addresses by clicking directly into the fields and changing the values.
You may also see additional custom fields, such as department or wage bracket.
These fields are defined by your organization and may look different depending on your setup.
Most of the information in this tab can also be changed by the user themselves in their app under their account settings.
If a user needs to update their own information, you can direct them there.
👉 See our Edit your Profile article for more details.
Proxy as User
In the upper right corner of the Overview tab, you will find the “Proxy as user” button.
Clicking this will log you in as the user and show you exactly what they see.
This is especially useful when troubleshooting issues.
👉 For more details, see our Proxy as User article.
Archive and Block a User
If you scroll to the bottom of the Overview tab, you will find options to manage access:
- Archive user will deactivate the account
- Block user will prevent the user from logging in
Archiving is typically used instead of deleting users to maintain data integrity. For more information on compliance, please read our article on [Compliance & Access Control].
Statistics Tab
Click on the Statistics tab at the top of the profile. Here you can review how the user interacts with the platform, such as their commuting activity and overall usage.
To work with this data externally, click the download icon to export the statistics as an Excel or CSV file.
Networks Tab
Click on the Networks tab to see which groups the user belongs to.
To add the user to a network, click the “Add Network” button, select the desired network, and confirm your selection. To remove a user from a network, click the three dots next to the network and select “Remove.”
Networks are essential for controlling user access to specific programs and features. For more details, please refer to our dedicated articles: Networks Intro, Creating Networks, and Adding or Removing Users.
If a user cannot see something they should have access to, this is usually the first place to check.
Roles Tab
Click on the Roles tab to manage permissions. Here you can assign or remove roles such as Admin, Manager, or Program Coordinator. Changes take effect immediately, so make sure the selected role matches the user’s responsibilities. For more details, we provide dedicated articles on [Assigning Roles] as well as an overview of [Roles & Permissions].
Vehicles Tab
Click on the Vehicles tab for an overview of the vehicles the user has registered. This section provides a read-only summary of the vehicle details currently associated with the account.
Payments & Earnings Tab
Click on the Payments & Earnings tab to review financial information. This includes any incentives the user has earned and payments that have been processed. If necessary, you can also manually add payments and earnings by clicking on the plus (+) sign and filling out the required fields.
History Tab
Click on the History tab to access a full log of changes made to the user profile, including what was changed, when, and by whom. You can use the built-in filters to locate specific actions, which is particularly helpful for investigating issues or tracking changes over time. For a more in-depth look at how to use these logs, please refer to our detailed article on [User History].
Common Use Cases
If a user reports that something is not working as expected, you can usually resolve it by following these steps:
- First, check the Networks tab to confirm they have access
- Then use Proxy as user to see their experience
- If needed, review the History tab to identify recent changes
If the issue remains unresolved, please don’t hesitate to contact our support team. We are always happy to help.