Filter Members

Filter Members

Use filters and search on the People page to quickly find members in your account. You can filter by role, custom fields (such as department), and location to narrow the list before making updates.

Open The People Page

Admins can access the member list from People tab.

People page showing the member list and the filter controls.

Filter The Member List

Use filters to narrow the member list using one or more criteria.

Filter Description

Role

Filter by member role (for example, Reviewer, Accountant, or Admin).

Custom Field

Filter by custom field values (for example, department).

Location

Filter by the member’s assigned location.

Filter by Role: Accountant and Location: San Francisco to narrow results. To remove criteria, clear individual selections or select Clear Filter.

Search For A Member

Use Search to locate a member by first or last name. This is helpful when you need to quickly find a specific member to edit their details or remove them from the account.

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