How to Filter Users by Group

The User Management module lets you filter users according to their roles and status in your company or organization.

The Group Filter consists of:

Group data button
Role
Account Status
Role container
Status container

Grouping users by Role

When grouping the User Data by Roles, you are arranging the users into categories based on their roles in the company or organization. Selecting a role displays all users under that specification.

There are three roles that correspond to the available Cloudica™ accounts.

Owner This is the primary account, and is usually used by the company owner or organization head. This role cannot be assigned.
Manager This role is assigned to users who have managerial or supervisory positions in the company. A manager’s Cloudica™ account has access to captured data of all users under his/her team or division.
Remote User This role is assigned to all other company personnel that do not have managerial responsibilities. Users who are assigned this role can only access and view their own monitored data.

To start filtering the User Data by Role, do the following:

On the left panel, click the “Group data” button.
Click the “Role” button if it is not enabled.
Click “Manager” or “Remote User” to navigate to each section easily.

This will group the User Data boxes into two sections, the Manager and the Remote User. Click the roles to automatically scroll to the group you want to see.

Visit our guide on how to edit user roles.

Grouping Users by Account Status

By default, users who have set up their Cloudica™ accounts after getting an invitation are set to Active status. You can also use this feature to check the list of users you have invited to join your teams.

Active is a default when a user registers to Cloudica™. Active users are those who are registered to the company account and are using the desktop app and web dashboard.
Invited is a list of email addresses of the persons you invited to join your Cloudica™ account.

To start filtering the User Data by Account Status, do the following:

On the left panel, click the “Group data” button.
Click the “Account Status” button if it is not enabled.
Click “Active” or “Invited” to navigate to each section easily.

This will group the User Data boxes into two sections, the Active and the Invited.

Read about how to cancel an invitation.

The Group Filter can be used together with other filters such as the:

Sorting Tool,
Team Filter,
and User Search.