How to Filter Users by Group

The User Management module allows you to group users based on their Role and Account Status, making it easier to navigate large sets of employee data.

You’ll find the Group Filter on the left panel of the dashboard.

Components of the Group Filter

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Group Data Button Opens the group filter section
Role Filters users based on their assigned role
Account Status Filters users based on their registration status
Role Container Displays grouped roles
Status Container Displays grouped account statuses

Grouping Users by Role

Grouping by role allows you to view users based on their responsibilities in the organization.

Available Roles in Cloudica™:

Owner The primary account owner (cannot be reassigned)
Manager Can manage assigned users and teams, and access their data
Remote User Regular users who can only view their own data

To Filter by Role:

Go to the left panel.
Click the Group data button.
Select the Role option (if it isn’t already active).
Click Manager or Remote User to jump to that group.

The User Data will be grouped by role. Clicking a role name will auto-scroll to its section.

Want to change a user’s role? See how to edit user roles.

Grouping Users by Account Status

This option lets you group users based on whether they’ve completed registration or are still pending.

Account Status Types:

Active Users who have registered and are using Cloudica™
Invited Email addresses of users who have been invited but haven’t registered yet

To Filter by Account Status:

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Go to the left panel.
Click the Group data button.
Select Account Status (if not already enabled).
Click Active or Invited to view each group.

The User Data will now show sections for Active and Invited users.

Need to cancel an invite? Here’s how.

Combine with Other Filters

The Group Filter works seamlessly with:

Sorter Tool Sort users alphabetically
Team Filter Filter by specific teams
User Search Locate a specific user quickly