Various filters are available for the user overview. Using these filters, you can filter and display users according to certain criteria or values. You can find an overview of the available filters on the top of the user overview in the bar Filter by.
The following filters are available:
● Created by: Name of the creator of user accounts
● Organization: Names of the users’ organizations or companies
● License type: License types held by users
● Admin role: Administrator roles of users
● User status: Status of the user accounts
● Last login: Last time users logged in
● User group: User groups to which the users have been assigned
In general, you can select multiple criteria or values for each filter. All selected values are displayed in the field which previously contained the filter name. This way you can see the currently applied filter values at a glance.
To filter users according to the criterion Created by, proceed as follows:
1. In
the Filter by bar, select the filter
Created by.
A drop-down list that contains a search field and all available users who have
permissions to create user accounts is displayed.
2. Choose from the following values:
● Current user (me), if you would like to see which user accounts you have created.
● Username, if you would like to see which user accounts were created by [Username].
● System (Super Admin), if you would like to see which user accounts were created by users with the Super Admin role.
The check box for the selected value is activated. Only users who were created by the selected person are shown.
To filter according to organizations or companies, proceed as follows:
1. In the Filter
by bar, select the filter Organization.
A drop-down list that contains a search field and all available organizations
or companies is displayed.
2. Choose
the organization or company you would like to filter by. Alternatively, you can
enter the name in the Search field.
The value list is refreshed with each letter typed into the search field so
that only potential matches are displayed. Select the value Blanks if you would like to filter for
users for whom an organization or company has not been entered.
The check box for the selected value is activated. Only users who belong to the
selected organization or company are shown.
To filter according to license types, proceed as follows:
1. In the Filter
by bar, select the filter License
type.
A drop-down list containing all available license types is displayed.
2. Choose from the following values:
● Full license, if you would like to see all users with full licenses.
● Regular guest, if you would like to see all users with unlimited guest licenses.
● Temporary guest, if you would like to see all users with limited guest licenses.
The check box for the selected value is activated. Only users with the selected license types are shown.
To filter according to Admin roles, proceed as follows:
1. In the Filter
by bar, select the filter Admin role.
A drop-down list containing all available Admin roles is displayed.
2. Choose from the following values:
● Super Admin
● Technical admin
● Billing admin
● Room assistant
● None
The check box for the selected value is activated. Only users with the selected Admin role are shown.
To filter according to user status, proceed as follows:
1. In the Filter
by bar, select the filter User
status.
A drop-down list containing all available user statuses is displayed.
2. Choose from the following values:
● Active, if you would like to see all users with active user accounts.
● Initiated, if you would like to see all users who have a user account but have not yet registered.
● Deactivated, if you would like to see all users whose user account has been deactivated and who therefore no longer have access to idgard.
● Invalid, if you would like to see all users with expired user accounts.
The check box for the selected value is activated. Only users with the selected user status are shown.
To filter users according to their last login, proceed as follows:
1. In the Filter
by bar, select the filter Last login.
A drop-down list containing all available time frames is displayed.
2. Choose from the following values:
● More than 7 days ago, if you would like to see all users who have not logged in for more than 7 days.
● More than 30 days ago, if you would like to see all users who have not logged in for more than 30 days.
● More than 3 months ago, if you would like to see all users who have not logged in for more than 3 months.
● More than 12 months ago, if you would like to see all users who have not logged in for more than 12 months.
● Never, if you would like to see all users who have not yet logged in.
● (Prior to) select date, if you would like to see all users whose last login was before a defined point in time. To do so, select the field Select date and then choose a date on the displayed calendar.
The check box for the selected value is activated. Only users who last logged in during the selected time period are shown.
To filter according to user groups, proceed as follows:
1. In the Filter
by bar, select the filter User group.
A drop-down list containing all available user groups is displayed.
2. Choose
the user group you would like to filter by. Alternatively, you can enter the
name in the Search field. The value
list is refreshed with each letter typed into the search field so that only
potential matches are displayed. Select the value Blanks if you want to filter for users who have not been assigned
to a user group.
The check box for the selected value is activated. Only users who have been
assigned to the selected user group are shown.
To remove a filter, proceed as follows:
If you would like to remove selected values for a filter, select X on the right in the filter’s name field.
If multiple values are selected and you would like to remove only one of them or only specific ones, select the filter and deselect the respective value/s in the drop-down list.
If you would like to remove all currently selected values for all filters, select the option Clear filters.