Users

What are Users in Replypad?

Users are team members who you can assign to conversations. Users are the ones who communicate with customers (i.e., Contacts), and they also manage customer information in the workspace.

View Users list

1. Click the Gear icon on the top-right corner and choose Users.
2. This will display the complete user list.

Customize Users list

Customizing the Users list lets you choose which custom fields to display in the list view.

1. Click the More button on the toolbar and choose Customize list view.
2. Select the custom fields you want to display in the list view. You can choose up to 3 custom fields.
3. Click Save to save your changes.

Edit User details

To edit user details, you need to be a workspace administrator.

1. Click the Gear icon on the top-right corner and choose Users.
2. This will display the user list.
3. Click the user row to edit its details. See the User Settings for step-by-step instructions.

Create User

See Create New User for step-by-step instructions.

Search for users

You can use the Search option to find users easily:

1. Click the Gear icon on the top-right corner and choose Users.
2. This will display the complete user list.
3. Click the Search box at the top.
   
4. Enter the text you want to search by or choose from the recent searches popup list.
5. You can also use the search options (see below) to refine your search further.

Search options help you refine your search results:

1. Click the Search options icon in the search box, or press s then o.
2. Enter the search criteria you want to search by, using the search options:
• Account – The Account this user is linked to.
• Default Label – Find users that have this default label defined for them.
• Additional fields – If you have custom fields defined for users, where you keep additional information about each user, you can search by these fields. Learn more about Managing Custom Fields.

Recent searches

When searching for users, the search parameters are added to the Recent Searches so you can easily use them in the future. You can also Pin searches that you commonly use so that they will appear at the top of the list and not get deleted when you add new searches.

Pin a search:

1. Click the search box in the toolbar or press the ‘/’ keyboard shortcut.
2. Hover over the recent search you want to pin.
3. Click the Pin icon that appears on the right.
4. You should now see the search at the top of the list.

Unpin a search:

1. Click the search box in the toolbar or press the ‘/’ keyboard shortcut.
2. Hover over the recent search you want to unpin.
3. Click the Pin icon that appears on the right (with the tooltip “Unpin”).
4. You should now see the search at the bottom of the list.

Remove a search from the Recent Search list:

1. Click the search box in the toolbar or press the ‘/’ keyboard shortcut.
2. Hover over the recent search you want to pin.
3. Click the X icon that appears on the right.
4. The search is removed from the list.