Filter Accounts

On the Accounts page and the Members page for groups and organizations, filters currently applied to your results are listed below the Search box. You can clear these filters or add more filters to further refine your results.

You can leverage your results to:

  • Send targeted notifications

  • Create filter-based groups

  • Add people to organizations and groups

To filter accounts or members

  1. On the main menu, take one of these actions.

    • Select Accounts.

    • Select User Directory.

    • Select Groups. Click a group row, and on the group details panel, click Members.

    • Select Organizations. Click an organization row , and on the organization details panel, click Members.

  2. Use any of these fields:

    Account filter fields
    Field Description

    Search field

    Enter a name or other account detail. Alternatively, you can use the Advanced Search.

    System Role menu

    Select the checkbox for one or more roles, and click Apply.

    Account Status menu

    Select the checkbox for one or more statuses, and click Apply.

    All Filters panel

    Enter or select the checkbox for any combination of qualifying information, and click Apply.