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.

  1. From Security, User management, select the plus and Build a new list.

  2. To include only specific records that share characteristics, select Filters, Choose filters and choose criteria. Select Apply changes to apply filters.

  3. To apply advanced filtering, select Filters, Show operator.

    • Select All of to show records that match all of the filter criteria.

    • Select Any of to show records that match any of your filter criteria.

  4. To view specific information about the records in the list, select Columns, choose which details to include, and select Apply changes.

  5. 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.

  6. Enter a unique name and a description, then choose whether others can manage the list (and how).

  7. Select Save.

To ease list creation, you can start with a copy of another list and tweak its filters and columns as necessary.

  1. From Security, User management, select the plus and Open a saved list.

  2. 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.

  3. Select Open.

  4. Select Save, Save as a new list.

  5. Enter a unique name and a description, then choose whether others can manage the list (and how).

  6. Select Save.

  7. To make changes to the new list, update filters and columns as needed.

  8. 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.

  1. From Security, User management, select the plus and Open a saved list.

  2. 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.

  3. 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.

  1. From an existing list, select Save and choose how you'll use the list.

    • To make changes to an existing list, select Save changes to this list.

    • To save a copy of the list, such as to start a new list, select Save as a new list.

  2. If necessary, update the name, description, or security settings.

  3. 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.