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Search for and Filter Users in the Permissions Tool

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Objective

To search for and filter users in the Permissions tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Permissions tool.

Steps

 Tip
Search terms and applied filters respect each other's parameters. For example, if you apply one or more filters before starting a search, the search results only include items applicable to the filters.

Search for Users

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Enter a word in the 'Search' box and press ENTER on your keyboard or click the icon-search.png icon.
    The following fields from a user's record can be searched:
    • Name
    • Company Name
    • DBA
    • Entity Type (EIN/AIN)
    • Email Address
    • City
    • ZIP
    • Business Phone
    • Cell Phone
    • Job Title
    • Tags/Keywords
  4. To clear your search terms, click the X in the 'Search' box.

Filter Users

  1. Navigate to the company's Permissions tool.
  2. Click the User Permissions tab.
  3. Click Add Filter and select one of the following options:
    • Active
      • Mark the checkbox next to Active to filter the list of users to only show the users who are designated as 'Active'.
        OR
      • Mark the checkbox next to Inactive to filter the list of users to only show the users who are designated as 'Inactive'.
    • Company Permissions
      • Mark the checkbox next to one or more of the company permissions templates to filter the list of users by their assigned company permissions templates.
        OR
      • Mark the checkbox next to 'None' to filter the list of users by those who have not yet been assigned a company permissions template.
    • Company
      • Mark the checkbox next to one or more companies to filter the list of users by their associated companies.
    • Default Project Permissions
      • Mark the checkbox next to one or more of the project permissions templates to filter the list of users by their default project permissions templates.
        OR
      • Mark the checkbox next to 'None' to filter the list of users by those who have not yet been assigned a default project permissions template.
    • Company Admin
      • Mark the checkbox next to Yes to filter the list of users to only show the users who have 'Admin' level permissions on the Company level Directory tool.
        OR
      • Mark the checkbox next to No to filter the list of users to only show the users who do not have 'Admin' level permissions on the Company level Directory tool.
  4. Press ESC on your keyboard to view the filtered list of users.
  5. Optional: Repeat the steps above to add more filters.
  6. To clear one filter, click the X next to its name.
    OR
    To clear all filters, click Clear All.