Target Selector Filtering Introduced for Roles and Groups

In this upgrade we introduce the ability for Target Selectors to be filtered by Roles and Groups, enabling faster search and select capabilities. This is really beneficial for those brands that have a large number of Account Groups on their platform applied after the Multi-Group Hierarchy Upgrade. This new functionality is applied in 2 tools currently:

1. Manuals and Files

2. Contract Generation

Below you can see an example of pre-selecting Roles:

Below you can see an example of searching for Account Groups:

When applied together, you can narrow down your search even more:

Targeting is also maintained after selection if you reset filters:

Filtering is also available on Mobile devices:

Please contact our Support Team at if you have any questions.

Was this article helpful?
0 out of 0 found this helpful