2023 November 01 - New Admin tables Feature

• Admin Tables changed to select columns and accumulative filters on specific columns

1. Admin Tables changed to select columns and accumulative filters on specific columns

   • Why was this included?

     • Requested by a Partner for the ability to make it easier to manage the Employee lists of especially larger organizations.

 Instructions

The changes to the various pages in the Admin guide will be progressively rolled out. In the short term the following is a description on how to use the columns and filtering, based on the Manage Users Table.

Open

Changing column visibility

You are able to adapt the columns of User data that you wish to make visible.

1. Select the Columns button:

   Open

   

2. From the resultant List of column headings selection list:

3. Select the columns you want to display:

   • Green - Selected

   • Blue - Currently un-selected

4. The table will change according to your selection

5. Select the Columns button again to close the Header selections

Using Search

Table wide Searches:

1. Anything you type in the top Search block will filter the list of Users based on criteria you provide.

2. To clear the Search Criteria use the Clear Button.

Column Specific Searches:

You can also filter the table based on data held in specific columns cumulatively.

1. Add your search criteria a specific column as required.

   • (Example: “gk” to Email address)

2. You can then add more search criteria to the other columns as required to refine your search even more.

   • (Example “Ken”to Last (name))

3. Adding search criteria to more columns has an accumulative effect on the filtering.

Refresh

• Use the Refresh button to force a refresh of the table list.

  • May be required after changes if they are not being displayed

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