User Lists
From Security, User management, you can manage a list of your organization's users. As you work with the list, you can fine-tune its criteria to view only specific records and information.
To view records that share characteristics, you can create a custom list. When you create a list, you can save its filters or records for reuse.
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From Security, User management, select the plus and Build a new list.
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To include only specific records that share characteristics, select Filters, Choose filters and choose criteria. Select Apply changes to apply filters.
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To apply advanced filtering, select Filters, Show operator.
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Select All of to show records that match all of the filter criteria.
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Select Any of to show records that match any of your filter criteria.
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To view specific information about the records in the list, select Columns, choose which details to include, and select Apply changes.
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To save the list for reuse, select Save, Save as a new list.
Note: Each time you reopen a list, it dynamically includes the latest records that meet the saved filter criteria.
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Enter a unique name and a description, then choose whether others can manage the list (and how).
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Select Save.
To ease list creation, you can start with a copy of another list and tweak its filters and columns as necessary.
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From Security, User management, select the plus and Open a saved list.
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Search for the list to base the new list on, or choose its name.
Tip: To view only the lists you created for use by yourself or others, select Only my lists.
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Select Open.
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Select Save, Save as a new list.
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Enter a unique name and a description, then choose whether others can manage the list (and how).
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Select Save.
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To make changes to the new list, update filters and columns as needed.
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When finished, select Save, Save changes to this list and then Save.
When you open a saved list, you view the latest records that meet its filter criteria. Based on the list's security settings, you may also be able to adjust its selected filters.
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From Security, User management, select the plus and Open a saved list.
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Search for the list or choose its name.
Tip: To view only the lists you created for use by yourself or others, select Only my lists.
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Select Open.
As you work with a list, you can save changes you make to filters or columns. You can also edit details such as the list's name or security settings.
Tip: When a list has unsaved changes, an asterisk (*) appears next to its name.
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From an existing list, select Save and choose how you'll use the list.
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To make changes to an existing list, select Save changes to this list.
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To save a copy of the list, such as to start a new list, select Save as a new list.
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If necessary, update the name, description, or security settings.
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Select Save.
To download a list as a CSV file for analysis, offline reference, or printing, select Export.
Note: Large export files may take additional time to complete. In your top-level navigation, a notification appears when the export is ready. To download the file, select the icon, then select the notification.
To remove a saved list you no longer need, open the list and select Delete.
Warning: This deletes the list for you and any users who can access it.
To quickly find a specific record, enter search criteria — such as the name of a user — in Find in this list.