Filter, search, and export people

Dina Bennett
Dina Bennett
  • Updated

The People tab is where Ziflow administrators can view, add, and manage Ziflow users and guests. 

contact-main-page.png

 

Filter people

Filter by type

Use the filters to view people by type.

contact-filter-contact-type.png

 

Everyone All account users and guests
Users in this account All people added to your account as users. They have full access to the platform based on the roles assigned to them green-badge-icon.png
Users in other accounts

People who are users on another Ziflow account, but have been granted guest access to your account as well blue-badge-icon.png.

People who are users on trusted satellite accounts yellow-badge-icon.png

All guests All people added to your account as guests. These users do not have access to the dashboard and interact only via email links. (No badge)
Guests I own Guest that you have created on this account
All groups All groups in this account
Groups I belong to All groups you belong to
Groups I own All groups you created and own

 

Filter by role and status

Use custom people filters to search through your people by role and status

Select Filter above your people list, add a role and/or status and click away from the filter drop-down to close. You can add multiple filters and use "or" to add more roles and statuses.

contact-filter-role-status.png

Filter by name, email, or company

Select Search by name above your people list and enter a name, email address, or company name.


 

Export a list of people to a CSV file

Export a list of people to a CSV file to analyze data related to your people list or pull a list of specific people from your account. 

The exported file contains the following contact details:

First name Last name Email Company name Groups Status Roles
  1. Open the People tab and use filters to view the list you want to export.

  2. Select the Export current view to CSV button in the dashboard's upper-right corner.

    export-people-list.png

    Ziflow generates a CSV export file which should be available for download anytime. 

  3. Select the direct download link at the top of the window to get the file.

    download-link.png
    You'll receive the same CSV file by email. 

 

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