Search for and Filter Users in the Permissions Tool

Things to Consider

Steps

  • Search for Users

  • Filter Users

 Tip

Search terms and applied filters respect each other's parameters. For example, if you apply one or more filters before starting a search, the search results only include items applicable to the filters.

Search for Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Enter a keyword in the 'Search' box and press ENTER on your keyboard or click the icon-search.png icon to search the following fields:

    • Name

    • Company Name

    • DBA

    • Entity Type (EIN/AIN)

    • Email Address

    • City

    • ZIP

    • Business Phone

    • Cell Phone

    • Job Title

    • Tags/Keywords

Filter Users

  1. Navigate to the company's Permissions tool.

  2. Click the User Permissions tab.

  3. Click Add Filter and select one of the following options:

    • Active

    • Company Permissions

    • Company

    • Default Project Permissions

    • Company Admin

  4. Press ESC on your keyboard to view the filtered list of users.

See Also

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