Summary:

The ‘Users’ section of Customer Support will display the full list of all user records on the application. Each listing will display the account name, email address, user status, last activity date, the date created, and how many members are a part of their account. This page allows a Customer Support user to filter through or search through all user records and edit any specific record.

This section can also display which users are currently online in the application, for more information on this feature please see the Online Designation of this ReadMe document.

A user is any individual who has an account created and access to the Hope Trust Platform (i.e., beneficiary, grantor, partner, family member, friend, other professional, etc.).

Usage:

On this section a Customer Support user can manage memberships, create new user records, and edit user records. Those topics are discussed further in their respective sections of this ReadMe document. On each user record there is a designation called ‘Memberships’ and will have a number in that designated area. This number represents the number of accounts associated or linked to that user record. If a Customer Support user was to click on the number on a user record, they will be brought to the ‘Client Accounts’ section of Customer Support and the client accounts of the user record will be displayed.

To help visually differentiate which user record is a partner or a client, next to the user’s name there will be a section called ‘Actions,’ and there will be buttons the Customer Support user can click on. The buttons will be ‘Edit,’ and ‘Push’ if it’s a client account and if the user is a partner there will be a third button called ‘View Partner.’