User list

This panel displays a list of your employees’ user records.

Each entry in the User list consists of:

The login used to access your portal. This is also a link that redirects you to the editing page.

This column features three buttons:

• Click Edit to edit the employee’s record.
• Click Delete to delete the employee’s record.
• Click Login to access your portal on the employee’s behalf with their role-based permissions.

Shows the status of a user record:

• Active (no icon is displayed) – the user can log in to the portal with corresponding permissions.
• Inactive  – the user will have access to your portal only on a predefined date (e.g., after their probation period in the company ends).
• Expired– the user no longer has access to your portal.
• The daily limit for credits/refunds is exceeded – the user has exceeded their daily limit for applying credits/refunds for the customers.

This shows the email of the employee.

This shows the role of the employee.

This shows the employee’s total daily limit that they cannot exceed when applying credits/refunds for customers.

This shows the employee’s limit per transaction.

This shows the date when this user record becomes inactive, so the user won’t be able to access your portal.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the User list panel displays users’ logins in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Number of results dropdown list in the upper right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.