Using Filtering and Search Options on the Users Page

To locate information you need on the Users page, such as a specific user, or a list of all administrators, you can use the filtering and search features available at the top of the page.

To access the Users page, see View Users in Your Organization.

Filtering

Filter chips are provided for you below the Search bar to enable you to find information in a category with a simple click. The categories are:

• Status: This category displays a filter chip for each available Status state. You will see the states of Active, Locked, or Disabled depending on the status of your users. After the filter chip has been selected, to change the filter chip state, select the filter chip name in the Search bar and select a different value.
• Home Organization: A list of Home Organization filters may display under the More Filters chip depending on the number of home organizations users belong to. To change which Home Organization is selected, remove the organization name from the Search and select a different organization name.

To use the filter chips:

1. Select a filter chip, such as Status Active.

   The filter chip moves to the Search bar and the data in the table is updated accordingly.

2. If you want to change value of the filter chip, click on the filter chip name and select a different status or you may have to remove the filter chip and select a new chip.
3. You can select another available filter chip for a more refined filter.
4. After selecting your filter chips, you can enter search criteria next to the filter chips in the Search bar to search on the filtered data.

Search

The search results display suggestions as you enter text in the Search bar. The matching suggestions listed include the name of the field that the text is stored in for every visible column on the page. This provides you with more context as you locate the information that you need. For example, if you enter Smith, you may see results for the Name, Username, and Email fields.

Multi-Search Select

You can perform multiple searches while retaining your search selections. This enables you to search using different criteria to locate the users you want to select for an intended action.

To perform a multi-search select:

1. In the Search bar, enter search criteria.
2. In the results table, select the rows for the results you want to retain.
3. Clear the Search bar.

   You will notice that the users you selected step 2 have retained their check marks.

4. Repeat steps 1 and 2 until all users are selected.
5. Perform your intended action.