Filter "Manage users" Info

Learn how to filter your teammates by account status, phone numbers, permission levels, latest activity, and more!

Hannah Clack avatar
Written by Hannah Clack
Updated this week

By learning how to filter the data columns under your "Manage users" page, you'll easily find any specific individual or people details based on various linked criteria.


๐Ÿ‘‰ Before you start:

  • This feature is available under all Trainual plans.

  • Only permission levels that oversee other teammates will have access to this page and this feature.

  • If you are unfamiliar with the "Manage users" page, start here: ๐Ÿ”— Manage People.

To access the filter options:

  1. Click the "Account" tab from the left-hand navigation bar.

  2. Select the "Manage users" option.

  3. Hit the "Filters" button from the top left-hand side of the page.

  4. Identify your preferred filters and apply them.

  5. Finalize your choices by clicking the "Update" button on the drop-down list. The displayed results will now match your parameters. ๐ŸŽ‰

๐Ÿ—‚๏ธ Filter Index:

๐Ÿ“‹ Status: Choose which type of trainee account you'd like to display โ€” active, archived, not invited, or pending.

๐Ÿ‘ฎ Permission: Select and filter your list by the level of access each employee has within your company's Trainual account.

๐Ÿ‘ฅ Group: Filter to review only those linked to specifically assigned groups.

๐Ÿ“Š Columns: Shorten the displayed columns by removing the checkmarks next to the job title, email, phone number, "Reports to", permission, groups, subjects, completion, and/or last active boxes.

Learn more about people data & features in Trainual:

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