When viewing the list of people, filters can be used to refine the list to a smaller subset of people. Select the filter button filter button to open the Filters screen, and then choose any of the following filter options:

  • Primary filters
    • Source - (visible only when there are users from a connected external system) If connected to another system to share data, this filter shows people based on how they are currently managed in the system. Filtering options: Locally managed (in the system on site) or Remotely managed (through a connected system). locally managed icon indicates a locally managed person and remotely managed icon indicates a remotely managed person.
    • Person Status - This filter shows people based on their status. Filtering options: Active only, Inactive only, or Show all people.
    • Login - This filter shows people based on their roles. Filtering options: Able to log in (assigned a role), No login access (not assigned a role), or Login access invitation sent (login pending). For more information, refer to assign a role.
    • Email - Choose Has email to show people with a saved email address. To show people who do not have a saved email address, choose No email.
    • Person ID - Choose Has Person ID to show people who have a person ID. To show people who do not have a person ID, choose No Person ID.
  • Access assignment filters
    • People Groups - This filter shows people belonging to certain people groups to easily see what they can access.
    • Spaces - This filter shows people based on their assigned spaces. The filter includes both people who have access to the space through individual space assignment and through their group access control assignment.
      If filtering spaces, people shown for their group access control assignment will be included in the report only for Excel (.XLSX), or .CSV files. They are not included in .PDF files.
  • Custom Fields - If custom fields were defined, this filter shows people based on the customized text fields in the system.

The Search People option is used in conjunction with the filter selections. For example, if a person's name is entered for the search criteria and they do not have an email, and the filter selection is Has email, that person will not be found.

Related Topics

Export people reports

Custom person fields




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