Set Filters in Accounts

Read on to learn how Admins can set filters. 


Filters can be used with the Move or Resend Invite options in Management Portal 

Before you start 

Set filter

  1. Go to the Management Portal and select Accounts from the left side menu. Find +Filter next to Search
  2. Identify the group you would like to perform action on: Call Recording, Message Recording, Salesforce, WhatsApp, etc. This is a status filter. 
  3. Once you have selected a category, use the advanced filter. In addition to marking status, the advanced filter marks features.