Viewing and Filtering based on Consolidated Team Type is very useful for evaluating your beta program and/or managing your licensing limits. You can also easily view which users are taking up your Project Manager or Community Manager seats, as well as track the total number of Participants in your program, despite any segmentation.

To create a Consolidated Team Type Filter

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

From the Community Homepage:

  1. Click on Community Tools in the left-hand menu
  2. Click on Users in the left-hand menu
  3. Click New to the right of the Filter drop-down menu
  4. Select User Account from the Data Set drop-down menu
  5. Select Consolidated Team Type from the Item drop-down menu
  6. Select Default Qualifier and Value you wish to filter for
  7. Click Add to Filter, then Create Filter

You have successfully created a Consolidated Team Type Filter

To create a View including Consolidated Team Types

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

From the Community Homepage:

  1. Click on Community Tools in the left-hand menu
  2. Click on Users in the left-hand menu
  3. Click New to the right of the View drop-down menu
  4. Select User Account from the Data Set drop-down menu
  5. Double-click Consolidated Team Type from the Item menu
  6. Make desired adjustments to Advanced Options and/or Save the View for later use
  7. Click Create View

You have successfully created a View including Consolidated Team Types

Requirements

  • Manage Users Role
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