Since people most commonly filter their People lists by Roles, User Type, and Persona, these conditions are available as "Quick Filters" — filters readily accessible at the top of the People List in the People or, for people with the "User Administrator" permission, the User Management sections.
Depending on which add-on modules your organization uses, you may also see additional Quick Filters:
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The "Group" filter will be available if the Groups module is enabled and allows you to find people in a particular Group.
- The "Capacity" filter will be available if the Capacity Planning module is enabled allows you to find people you are currently under or over their Max Capacity.
Using the Quick Filters
To utilize the People List Quick Filters, navigate to the People page or, if you are a User Administrator, the User Management administration page, and open the list with which you want to work.
Only people with the "View People" permission will be able to access the People page via the navigation bar at the top of the app.
The Quick Filters will appear at the top of the list as drop-down fields. If you don't see any Quick Filters, you may need to click Filters to expand them.
To apply a Quick Filter, click inside the filter to expand its options, then select one or more values to filter the list. The list updates automatically as you make selections.
Applied filters are highlighted in blue and display a count of the selected criteria. Hover over the count to view a tooltip showing which criteria are applied.
When multiple Quick Filters are applied, people must meet the criteria of all selected filters to appear in the list.