❖ Heads up! This article is intended for site managers. Only site managers can access the User Filter.
Your User Filter is a fantastic tool for reviewing important data about your volunteers, communicating quickly with a selected group, or making bulk actions to save you time with tasks! You will encounter user filters throughout the site, but the one we're talking about here is housed in the Users area of your dashboard! Here we cover:
How to access the User Filter
To get started:
1. Go to Volunteerism > Users. 
2. Click User Filter. 
3. Start filtering for the data you need! 
What are the different filters?
The different filters may include Events, Service Learning, User Data, Volunteer, and Agency. Each one includes additional sub-filters for you to narrow down the field to the information you want! You can add more than one filter when using the User Filter as well. 
ⓘ So you know: Not all sites will have the same filter selection options described here.
| Filter | Description | Use |
|---|---|---|
| Events | This filter is great for reviewing information about event participation. | Use this filter to see who attended an event and who didn't attend an event. |
| Service Learning | This filter is great for reviewing information about service learning participation. Note: This filter won't be available for all sites—only the sites with the Service Learning module enabled. | Use this filter to see which agency managers, leaders, and members participated in service learning. |
| User Data | Select this filter when you want to filter by user-specific data. | This filter is great for when you want to:
|
| Volunteer | Select this filter when you want to filter for volunteer data. | This filter is great for when you want to:
|
| Agency | Select this filter when you want to see agency specific data. | This filter is great for when you want to:
|
What are the available bulk actions?
There are bulk actions that you can take with or without filtering your volunteers with the User Filter, including:
| Bulk Action | Description |
|---|---|
| Add/Remove Tags | Quickly add or remove user tags from users! User tags are a great way to quickly filter users by special skills outside of the listed skills or causes provided with your site! You can also add special tags to users so that you can keep track of important user-data when you need it! |
| Add/Remove User Group | Quickly add or remove volunteers from user groups! User groups are a great way to group volunteers together with special skills or interests. We also recommend creating a user group if you offer court-mandated volunteer Needs and want discretion when working with those volunteers and their information. Click here for more information about user groups! |
| Export Users | Do you want to export a list of volunteers that you filtered? You can select this action and have a CSV of that data emailed directly to you or another valid email address! |
| Deactivate Users | Do you need to deactivate a large group of inactive volunteers? This is the bulk action for you! Note: Users with an inactive status are already deactivated! ✏️ Quick tip: Need to anonymize a user's data? You can always assume their role and opt to anonymize their information when deactivating their account! |
| Send Password Reset | Quickly send the password reset email to selected volunteers to save time! |
| Activate Imported Users | Just imported your volunteer list? Quickly activate all of those users with this bulk action! |
| Remove Benchmark | Need to remove a benchmark from a group of volunteers? |
| Schedule Users | Want to quickly schedule several users for a Need that they've responded to or are on a waitlist for? This is the bulk action for you! |
How to apply bulk actions
You can apply bulk actions to a filtered or unfiltered list of users from the Users area of your site. Once you're ready to apply these bulk actions, just use the Select An Action dropdown to make your selection. Additional dropdown selections appear depending on the action you're applying. 
- e.g., If you select Add/Remove User Group, then an additional dropdown appears for you to choose between Add to the following user group or Remove from the following user group. You also must select the user group you want to add the user to or remove from.
Don't forget to click the action button available for the bulk action you're applying.
- e.g., The action button for Add/Remove User Group is Update User Groups.
- Be sure to click this to save your changes!