Add User Roles to User Filter

Posted almost 2 years ago by Jessica Montgomery

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Jessica Montgomery

It would be helpful to add User Roles in the User Filters so we can easily build out our lists by role.

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Shonie K. posted almost 2 years ago Admin

Hi Jessica,


Just following up here! We went over this in a ticket, but I wanted to update this thread for others to see as well.


I've added the request as follows to our notes!


"Provide more User Filter options for Advanced Program Managers, including a filter for "User Roles" as selected in the user registration process."


Thanks again,

Shonie

CX Specialist

she/her

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Shonie K. posted almost 2 years ago Admin

Hi Jessica,


To better understand your request, how do you currently keep track of "User Roles" on your site? Is this mainly based on the opportunity a user has responded to, or do you use User Groups or otherwise?


For the list building piece, are you referring to when you schedule your users?


Thank you,

Shonie

CX Specialist

she/her

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