Sort and Filter Users¶
Search, filter, and sort the Users list to find the accounts you need to review or manage.
To reach the list, from any page of the application click Settings on the left side panel, then the Access tab, then the Users tab. The Search field, the Filter menu, and the sort menu sit in a row above the list. To switch between ascending and descending order, click the arrow to the left of the selected sort criterion.
Permissions
Users with the Manager or Admin role can access the Access page and sort or filter users. See the Permissions page for details.
The Search field finds users by name or email. To find one account by its ID, type the number on its own or after a # (e.g., 277 or #277). The list then shows only that user. Clear the field to return to the full list.
Service User tokens
On a Service User's row, hover the arrow next to Service to see how many tokens the account has in each state (Active, Revoked, Expired). Click it to open the Service Tokens list filtered to that account. Only Admins see this arrow.
The Filter menu narrows the list by the following conditions. Pick a filter on the left side of the menu, choose its value on the right, and click Apply. Clear at the top of a filter's options resets that filter. Clear all at the top of the menu resets every filter at once.
| Filter | Description |
|---|---|
| Role | Shows only the users with the selected role: Admin, Manager, or Member. |
| Teams | Shows only the users who belong to at least one of the selected teams. Use the search box inside the menu to find a team by name. |
| Type | Shows only people who sign in to the platform (Human) or only Service Users (Service). Clear it to show both. |
| Account status | Shows only active accounts (Active), only deactivated accounts (Inactive), or both (All). |
Next to the filter's name, at the top of its options, a drop-down sets how the selected values match. It lists only the operators that filter supports, and starts on the first operator in its list.
| Operator | Shows |
|---|---|
| is any of | The items that match at least one selected value. |
| is not any of | The items that match none of the selected values. |
| is all of | The items that match every selected value, such as the items that carry all of the selected tags. |
| is / is not | The items that match the selected value, or the items that don't, for filters where you pick one value. |
Active accounts by default
The list opens with Account status set to Active, so deactivated accounts stay hidden until you switch this filter to Inactive or All. Because of this default, the Filter icon already shows one active filter when you first open the page, and Clear all brings deactivated accounts back into the list.
The sort menu orders the list by one of the following criteria. Select a criterion, then pick its direction on the same row. The list reorders when the menu closes.
| Sort | Description |
|---|---|
| Created Date | Orders the list by when each account was created, Oldest or Newest first. |
| Last Active | Orders the list by when each user last interacted with the platform, Oldest or Newest first. |
| Name | Orders the list alphabetically by user name, A-Z or Z-A. This is the default order. |
| Role | Orders the list by role name, A-Z or Z-A. |
| Teams | Orders the list by how many teams each user belongs to, Fewest or Most first. |
| Type | Orders the list by account type, A-Z or Z-A. |
Last Active sorting
Users who have never logged in (shown as Never in the Last Active column) always appear at the bottom of the list, whether you choose Oldest or Newest.