User Search - Overview

User Search - Overview

Users in Inzant are the actual human or system users that perform functions within the system. These include the mobile sales users, administrative users, ScanPack users, website & EDI Hub users.

The User Search screen will display a list of all the existing users within the Inzant Sales system. You can reach the User Search via the Sidebar menu.



The User Search screen has the following main functions:
  • Simple Search
  • Results Table
  • Available License Summary
  • Action Button


The simple user search allows you to perform a simple text search on users in the system. The text you enter will perform a search on both the Username, First name & Surname fields in the system. The Search will handle partial matches, so should be very inclusive with the returned results.


Results Table

The Results table will display all the users that match the search parameters as individual rows. The below fields and the Edit button will all be displayed in separate columns:
  • Username
  • Full Name
  • User Type
  • Has Device
  • Role
The Table will be have pagination in the bottom left corner of the table, enabling you to scroll back and forth between pages.

The number of records in pages can also be changed in the bottom right corner of the table with a drop-down list to suit your needs.


Available License Summary

The Available License Summary is located directly to the left of the Action buttons, in the top right zone of the screen. This link will only appear if there are currently unused licenses configured in the system. The link will always link through to the subscription page.


Action Buttons

The User Search screen contains a single action button, which is the “New User” button. This is located in the top right of the screen, and clicking this will load a blank User Details screen ready to be populated.


User Search in Responsive (Mobile) Mode

The User Search functions just as well on responsive mobile or tablet screen sizes as it does on a desktop. All buttons and navigation flows are exactly the same as in desktop display, with the only omissions being the breadcrumbs and the available license summary.

On smaller devices the full table might not display - however its designed to scroll horizontally based on swiping motions, so if you'd like to view the details screen for any users you'll need to swipe left to display the "Actions" column.



    • Related Articles

    • User Search - Advanced Search

      The User Search screen supports an advanced search option. This is enabled by clicking “More Filters”. Once the Advanced Search is active the following search parameters are displayed: Text Search User Status drop-down selection User Type drop-down ...
    • User Details - Overview

      The User Details screen allows you to add, edit and delete system users. Clicking the Edit button on the User Search screen (in the "Actions" column) will open the User Details screen for that User. The User Details screen contains the below ...
    • User Search - More Options Menu

      The More Options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen. For the User Search screen the More Options menu contains the following additional functions: Quick Actions Refresh – ...
    • User Details - Reassigning System Owner

      The User Details screen contains a “more options” drop-down menu which allows the current system owner user to reassign the System Owner property to a different user. The system owner will only be able to transfer this to other Admin or Dual Access ...
    • Role Search - Overview

      Roles are groupings of permission levels for the various modules within the Inzant Sales system. Inzant supports multiple role levels to enable custom security to be configured for different groups of users. The Role Search screen will display a list ...
    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Retailer in question. This involves clicking the ...
    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
    • Initialising & Resyncing the Inzant Sales App

      If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...