Learn how to filter your teammates by account status, phone numbers, permission levels, latest activity, and more!
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.
👉 Before you start:
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This feature is available under all Trainual plans.
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Only permission levels that oversee other teammates will have access to this page and this feature.
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If you are unfamiliar with the "Manage users" page, start here: 🔗 Manage People.
To access the filter options:
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Click the "Account" tab from the left-hand navigation bar.
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Select the "Manage users" option.
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Hit the "Filters" button from the top right-hand side of the page.
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Identify your preferred filters and apply them.
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Finalize your choices by clicking the "Update" button on the drop-down list. The displayed results will now match your parameters. 🎉
Filter Index:
👮 Permission: Select and filter your list by the level of access each employee has within your company's Trainual account. |
👥 Group: Filter to review only those linked to specifically assigned groups. |
📊 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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View and pull a report for your team members, subjects, and account activity.
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Set up your bio and team's directory for shared people information at a glance.
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Save time creating your Trainual role chart through AI-powered automation.