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Filter by team

Get a view of information as needed for your own team.

Updated over a week ago

In businesses with multiple teams and/or locations, you may get overwhelmed by data that is not all that relevant. That's where team filters come in. You can limit the teams you see by:

  1. Navigate to your company's name in the upper right corner and select 'Personal settings.'

  2. Click 'Profile.'

  3. On the right, you will find a list of all your teams, sites, or locations. Here you can select the teams you want to see.

  4. Hit 'Save changes' and navigate to Files or your Dashboard to see the filter take effect.

☝️ Note: Admins may also use roles and permissions to limit access to specific teams for the users.

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