Show all users

Filter users or add them to teams

By Eva
March 6, 2020

Go to Settings → Users to show all users or agents.

Filter 

Click into Type to add filter.

A menu opens and selects a filter, eg. User. Automatically a new list opens where you choose content, eg. Amy. You can add multiple filters. They are all connected with an OR. They are all connected with an OR, eg. User=Amy OR User=Michael OR Team=Sales. 

If you don’t select a filter, it searches overall. 

Delete User

Select a user. As soon as a user is selected, functions appear on the top. Click on Delete at the top of the tableand then Yes, I confirm

Remove / Add Teams 

You can add or remove a user from a team. Select a user. As soon as a user is selected, functions appear on the top.  

  • Add Teams: Select the teams to add the user  

  • Remove Teams: Select the teams to remove the user 

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