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Search and Filter Users

Quickly find specific users in organizations with many team members. Use search and filters to locate users by name, status, or role.

Accessing User Management​

  1. Click Settings in the sidebar
  2. Under Configuration, click Personas (People)

[Screenshot: Settings with Personas section showing user list]

The search bar lets you find users quickly by typing part of their information.

  1. Locate the search bar at the top of the Personas view
  2. Type your search term (first name or last name)
  3. Results update as you type

[GIF: Typing in the search bar and seeing results filter]

Search Examples​

Search TermFinds
mariaUsers with "maria" in their first or last name
garciaUsers with "garcia" in their last name
maintenanceUsers with "maintenance" in their name

Using Filters​

Filters help narrow down the user list based on specific criteria.

Available Filters​

FilterDescription
StatusFilter by Invited or Active status
RoleFilter by permission level

[Screenshot: Filter dropdown options]

Applying Filters​

  1. Click the filter options
  2. Select the filter criteria you want to use (status or role)
  3. The user list updates to show matching results

[GIF: Applying a filter and viewing filtered results]

Combining Search and Filters​

You can use search and filters together for more precise results:

  1. Apply one or more filters
  2. Use the search bar to further narrow results
  3. Clear filters to return to the full list

Common Use Cases​

GoalHow to Find
Find a specific personSearch by their name
See pending invitationsFilter by Invited status
Find all managersFilter by Manager role
Find inactive usersCheck last connection in the list

Tips​

  • Start with a broad search and narrow down if needed
  • Filter by Invited status to follow up with users who haven't accepted yet
  • Clear filters before starting a new search to avoid confusion
  • The list shows last connection, helping identify users who may need to be removed