Read on to learn how Admins can set filters.
Overview
Filters can be used with the Move or Resend Invite options in Management Portal
Before you start
- An admin must have "Accounts" Role in the organization to do these instructions. See What Admin Roles are in the Management Portal.
Set filter
- Go to the Management Portal and select Accounts from the left side menu. Find +Filter next to Search.
- Identify the group you would like to perform action on: Call Recording, Message Recording, Salesforce, WhatsApp, etc. This is a status filter.
- Once you have selected a category, use the advanced filter. In addition to marking status, the advanced filter marks features.