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Filter the list of users

To get to this page, navigate to the Admin page by clicking  on the left sidebar menu, look under Users, and click on "Users." This admin page is only accessible by administrators; only User Administrators can perform the functions detailed on this support page.

 

How do I filter the list of Users?

There are several means of filtering the list of users. You can, of course, search for the user by entering their email, username, or name in the "Search People…" search bar located near the top left corner of the list of people.

Alternatively, you can filter by location in the location sidebar located along the left side of the user list:



  • Use the search box to look for a specific location.

  • Click 2018-04-11_1346.png to reveal a Level Types filter. The results will include only locations of a certain Level Type (e.g. departments, hospitals, factories, etc.).

    • Once you've chosen one or more Level Type, a new icon - 2018-02-22_1246.png - will appear alongside that field. Click this icon to quickly select all Locations of that Type.

      You can also decide which levels to include in your results. Check  to include users from locations nested beneath the selected option. Uncheck it to only include users from that location.

  • Click 2018-04-11_1346_001.png to view the whole organization in the location sidebar.

    Click 2018-04-11_1346_002.png to display only the top levels of your organization.

  • Click to collapse the sidebar. Click to expand the sidebar.

Pro Tip: To select multiple locations, hold down the ctrl key while clicking on each location. To select a range of locations, hold down the shift key while clicking the location at the start of the range, then the location at the end of the range.

Finally, you can sort by all the other qualifiers with the advanced filters. To do so:

  • Click 2018-04-11_1348.png at the top right corner of the Users page.

  • In the resulting drop-down menu, click 2018-04-11_1348_001.png.

Filter_list_of_users.jpg

 

  • In the resulting window:

    • Select any combination of user attribute filters.

    • If you want to add this filtered list to a Board, check the box next to "Add to Board" in the bottom right corner of the "Filter Users" window.

      Two new fields will appear in place of the checkbox.

      • Enter the name of the new Card in the "Card Name" field.

      • Select to which Board this Card should be added in the "Choose Board" field. NOTE: Only Boards to which you have permission to add Cards are available to you in this field.

    • Or if you want to create a new custom list accessible from the Users page's quick filter, check the box next to "Create New List" in the bottom right corner of the "Filter Users" window.

      One new field will appear in the place of the checkbox.

      • Enter the name of the new custom list in the "Name Your List" field.

  • Click 2018-04-11_1350.png.

 

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