Saved Filters 🔖
The Users page lets you filter and sort your team, then save that combination as a named saved filter. Saved filters are shared with everyone in your business, so a filter set up once (e.g. "New starters" or "Overdue onboarding") is available to the whole team.
Save your current filters
- Apply whatever filters and sort order you want (role, status, position, etc). The search box is kept separate and is never saved.
- Open the saved filters menu and click Save current filters….
- Give it a name and click Save filters.
Note: Saved filters are visible to everyone in your business, not just you.
Switch between saved filters
Open the saved filters menu to see All users (the built-in, unfiltered view) pinned at the top, followed by your business's saved filters. Select one to apply its filters and sort order instantly.
Hover over a saved filter to reveal two controls:
- The star — sets that filter (or All users) to open by default next time you visit the Users page, on this device only.
- The ⋯ menu — gives you Rename, Open by default, and Delete options for that saved filter.
Once you pick a saved filter, the toolbar shows its name so you always know which one is active.
Editing a saved filter
If you change the filters or sort order while a saved filter is active, the toolbar shows an Edited badge, and opening the menu gives you the option to save or discard the change.
- Save changes updates the saved filter for everyone in the business.
- Discard reverts back to what's saved.
- Save as new filter… keeps the original untouched and creates a new one from your edits.
Deleting a saved filter
Open a saved filter's ⋯ menu and choose Delete for everyone…. You'll be asked to confirm — this removes it for the whole business, though any filters currently applied on your screen are unaffected.
Next
User roles and basics