Search for and filter users

Search and filter users

The Users tab displays a list of all users who have access to the client, group, or customer you are in. You can use the Search field in the list to search for all users, in all clients and groups.

If you have many users in the list, it may be convenient to use the filter to select the users.

To filter users;

    1. Click Filter to open the Filter users dialog box. You can filter on:
  • Name or email
  • User level
  • Administrator

2. Click Apply.

NOTE: If a filter is applied, you will see a yellow icon adjacent to the Filter button, indicating the total number of filters in effect. Click Clear filter to remove the filter.

Last modified August 2, 2024