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User overview

 

Introduction

The user overview shows everyone who has access to your platform. From here you can find colleagues, open their profile, and see at a glance whether someone is an internal or external user.

In this article you'll learn how the user overview works, how to open it, how to search for or filter colleagues, and what to do if you can't find someone.

 

How does the user overview work?

The user overview is your central place to find people on the platform. From this overview you can:

  • View and edit your own profile.
  • Search for colleagues using the search bar.
  • Filter by department or job title.
  • Recognise external users by an icon on their profile.

The user overview is available on both desktop and the app. It works the same way on both; only the layout differs slightly.

 

Opening the user overview

  1. In the menu bar, click People.

    The user overview opened via the People button in the menu bar.

 

Working with the user overview

View or edit your own profile

  1. In the top left, click Edit profile.
  2. Update the relevant details and save your changes.

Find a colleague

  1. Go to the search bar at the top of the page.
  2. Enter the first name, last name, job title or department of the person you're looking for.
  3. Click the person's profile picture to open their profile.

Filter by department or job title

The left-hand menu shows filters that have been set up by an admin or content manager.

  1. In the left panel, click a department or job title to filter the list.
  2. Click the filter again to remove it.
Info:
As a regular user you can only apply filters. Setting up or changing filters is done by an admin or content manager.

Recognising external users

On a user's profile, you can see whether someone is external. External users are marked with a small icon next to their name.

Icon indicating that a user is external.

 

Troubleshooting

I can't find a colleague

  • Check that the name is spelled correctly.
  • Try searching by department or job title instead.
  • The person may no longer have access to your platform.

I don't see any filters in the left-hand menu

  • Filters may not have been set up by an admin or content manager.
  • Refresh the page if you've recently been given new permissions.

I don't see the external-user icon

  • The icon only appears on users who have been marked as external.
  • Ask an admin to verify whether the user's status is correct.

The issue persists

If your issue isn't listed above, or if it keeps happening, please email support.plek@bcs-hr.com.