In your Centercode implementation you can Filter through your Community for information regarding/pertaining to Users. This will help you narrow down and easily find any particular information you are interested in seeing. If you'd like to see all results or just don't have many users, No Filter may work for you.

The other half of running a helpful User Management query is setting up your View. If you're looking for general user info, then the provided Default View may work for you. If there's any data you're needing to see in particular, please set up your View. Please click here for more info on how to build a View.

Tip: Have your Filter and View mirror the same data so that you can validate your results. If you Filter for a certain demographic, you'll want a View to match that.

Create Community User Filter:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left hand menu.
  2. Click the Users link in the left hand menu.
  3. Click the New link to the right of the Filter drop-down list.
  4. Select the desired Data Set, Item, Default Qualifier, and optionally a Default Value.
  5. Click the Add To Filter button at the bottom of the Available Filter Items section.
  6. Repeat steps 3 and 4 until all desired Filter criteria have been added to the Filter.
  7. Complete any other desired Filter Options.
  8. Click the Create Filter button at the bottom of the page.

You have successfully created a Community User Filter.

Modify Community User Filter:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left hand menu.
  2. Click the Users link in the left hand menu.
  3. Select the desired Filter from the Filter drop-down list.
  4. Click the Modify  link to the right of the Filter drop-down list.
  5. Modify the existing Filter as desired.
  6. Click the Update Filter button at the bottom of the page.

You have successfully modified a Community User Filter.

Remove Community User Filter:

Click Here to view a video of the process designed to accompany the steps listed below:

From the Community Homepage:

  1. Click the Community Tools link in the left hand menu.
  2. Click the Users link in the left hand menu.
  3. Select the desired Filter from the Filter drop-down list.
  4. Click the Modify link to the right of the Filter drop-down list.
  5. Click the Delete Filter button on the bottom right side of the page.

You have successfully removed a Community User Filter.

Related Article

How do I create, modify, or remove Views for Community Users?

Requirements

  • Manage Users Role
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