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 over a week ago

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.

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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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