Sort and filter users in the Admin Portal

Sorting

To view all users in a particular order, you can sort them by the following categories:

1. User (sorts by last name)
2. Access role
3. Professional role
4. License type

Please note that sorting by Status or Days active is currently unavailable.

To sort your users, click a column header (e.g., User or Access role) above the user table:

In the example above, we clicked "User" to sort the users alphabetically by last name.

Double-click the category to reverse the sort order. For example, double clicking the User category will sort the users alphabetically by last name, starting with Z.

Filtering

Filtering temporarily eliminates certain users from your view so you can see a more focused list. You can also export a filtered list.

You can filter users by the following categories:

1. Status
   1. Active: a User who has an active license and has logged in at least 1 time.
   2. Invited: a User who has an active license but has never logged in.
   3. Inactive: a User who does NOT have an active license.
   4. Archived: a User has been archived from the organization.
2. Access role
3. License type
4. Professional role

To filter your users, use the filter panel beside the user table and tick the checkboxes for the traits you want see:

You can then click Export to export a list of users filtered to your specifications.