Using The Account Tool Filters

The Accounts tool page features a 'Filters' section, containing a range of useful fields for filtering accounts. See full list below:

ACCOUNT

  • First Name
  • Middle Name
  • Last Name
  • Username
  • Expired Password - checking this option will show all accounts that have an expired/inactive password

STATUS

  • All
  • Active [default]
  • Inactive

GROUP

  • Group

LOCATION

  • Country (available for World Managers only)
  • Area
  • Location
  • Unassigned (available for World and National managers only) - checking this option will show all accounts that are not assigned to a country, area and/or location

Tip: All of the drop-down fields within the 'Filters' section feature an 'auto-complete' function. Meaning, you just need to start typing the name (e.g. of a location), and the field will return all applicable results for you to choose from.

World Managers

World Managers have the ability to create & edit all account types, including other World Managers. They can also create External Surveys accounts.

Example view of the Accounts tool for World Managers

National Managers

National Managers have the ability to create & edit Area Manager, General Manager, Store Manager and Employee account types, as well as other National Managers - within their assigned country (or countries) only. They can also create External Surveys and AASN accounts.

Example view of the Accounts tool for National Managers

Area, General and Store Managers

Area, General and Store Managers have the ability to create & edit subordinate accounts only.

Example view of the Accounts tool for Area Managers

for: adm, mgr;

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