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Search and Filter the Company Directory

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Objective

To use the search features to locate a company, distribution group, or user in the Company level Directory tool. 

Things to Consider

  • Required User Permissions:
    • To view and search for Users, Companies, and Distribution Groups, 'Read Only' level permissions or higher on the Company level Directory tool.
    • To view and search for Inactive Users and Inactive Companies, 'Admin' level permissions on the Company level Directory tool.
  • Additional Information:
    • The search tool respects any selected filter parameters and only searches for items within the filtered results.

Steps

Switch Between Views in the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click one of the tabs described below to change your view of the Directory:
    • Users
      Click Users to view all of the users in the Company level Directory. See Add a User Account to the Company Directory.
      Notes:
      • To sort the list in ascending or descending order, click the arrow next to the label on the Name column.
      • To group the users by their associated companies, select Company from the Group By drop-down menu. This is the default setting in the Directory tool. 
      • To view more information about a user, move the scroll bar left and right. 
      • To manage the columns in the view, click the vertical ellipsis (⋮) button.
      view-directory-users.png
    • Companies
      Click Companies to view all of the company records in the Company Directory. See Add a Company to the Company Directory. To sort the list in ascending or descending order, click the arrow next to the label on the Name column.
      view-directory-companies.png
    • Distribution Groups
      Click Distribution Groups to view a list of the Company level distribution groups. See Add a Distribution Group to the Company Directory. To sort the list in ascending/descending order, click the arrow next to the label on the Name column. 
      view-directory-distribution-groups.png
    • Inactive Users
      Click Inactive Users to reveal any users who are no longer active in the system. See Inactivate a Batch of User Accounts in the Company Directory.
      view-directory-inactive-users.png
    • Inactive Companies
      Click Inactive Companies to reveal any companies that are no longer active in the system. See Deactivate a Company in the Company Directory
      view-directory-inactive-companies.png

Search the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the desired tab. You have these choices: Users, Companies, Distribution Groups, Inactive Users, Inactive Companies
  3. In the Search field, type your desired criteria.
  4. Press ENTER or click the magnifying glass in the Search field.
    Notes:

Add Filters to the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click a supported tab. You have these choices: Users or Companies.
    Note: Adding filters is NOT supported on the Distribution Groups, Inactive Users, or Inactive Companies tabs. 
  3. Click the Users tab. Then, select one of these options from the Add Filter drop-down list:
    • Permission Template (Default). This filters the list of users by the default permission template that is assigned to the end user. See Manage Permission Templates.
      Note: Only users with 'Admin' level permissions on the Company Directory can apply this filter.
    • Trades. This filters the list of users by the Trade associated with the user's company record. See Add a Custom Trade.
  4. Click the Companies tab. Then, select one of these options from the Add Filter drop-down list:

Group Users by Company in the Company Directory

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. From the Group By list, choose Company.
    Note: The Group By list is only available on the Users tab. 
    This sorts the users in the list by the company they are associated with.
    group-directory.png

See Also

 

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