In this article

This article outlines how to navigate the deployment Users management dashboard, how to edit users, and how to delete users. 

The Users page lists all users provisioned through Roaming Clients or Identity Connections. Users represent individual identities within DNSFilter and are the basis for identity-based policy enforcement. 

Filtering policies and block pages can be assigned directly to a user, or inherited through a Collection or Roaming Client. 

Direct assignment is useful for shared devices where individual users need different filtering policies from the device default.

Users dashboard navigation

Access the Users dashboard under Identities.

The Users page lists all deployment users provisioned through Roaming Clients or Identity Connections. Three status headers appear above the Users table:

• All: total user count
• Inherited Policy: users receiving policy from a Collection or Roaming Client
• Direct Policy: users with a policy assigned at the individual level

Default columns include:

• Friendly Name: an editable display name
• Username: the directory or system username 
• User Login: the account login identifier (for example, domain\user for AD users or user@domain.com for Entra users)
• Collections: the Collections this user belongs to 
• Policy/Schedule: the filtering policy or schedule assigned to the user. Displays Inherit from Roaming Client if no policy is assigned directly 
• Block Page: the block page assigned to the user. Displays Inherit from Roaming Client if no block page is assigned directly 
• Last Seen: the date and time the user was last seen via the Roaming Client 
• Actions: options to edit or delete the user

First Seen is available through Preferences but hidden by default.

The dashboard supports export to CSV via the Export control.

Edit Users

Four entry points open the edit view for a user:

• Select the Friendly Name link in the table
• Select the pencil icon in the Actions column
• Select the ellipsis menu in the Actions column
• Select the checkboxes next to the users' Friendly Name to edit multiple users at once

The edit view is a full-page view with the following fields:

• Friendly Name: editable; clearing it reverts to the Username (256-character limit)
• Username: read-only
• User Login: read-only
• Collections: displays Collection membership as read-only chips; membership is managed from the Collections dashboard
• Policy/Schedule: editable dropdown
• Block Page: editable dropdown

Select Save to apply changes and return to the Users dashboard.

During bulk edits, fields left as Keep as is are not modified.

Delete Users

Deleted users are automatically re-added if their device checks in again via the Roaming Client or an Identity Connection.

Delete a single user: From the Actions column, select the ellipsis menu and select Delete. Confirm the deletion in the dialog that appears.

Delete multiple users: Select the checkboxes next to the users to delete, select Delete from the bulk actions menu, type DELETE to confirm, and select Delete.

Related content

• Manage Collections
• Manage Identity Connections
• Set up Identity Sync with Microsoft Entra