Filter Members

Admins can click People tab to view existing members and filter them within their account.

Use the filters to view members related to any of the following criteria:

  • role: reviewer, accountant, admin
  • custom field: by any custom field values like departments
  • location: see members by location

In this example, filter by Accountants or any members in the Location: San Francisco to see the results. Uncheck the filter or click Clear Filter to remove all selected criteria.

Use the Search option to locate a member by entering their first or last name.

This is helpful to quickly find a certain member to edit that member or remove them from your account.

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