To perform grouped actions on your users or check data, you can filter the users page according to certain criteria available at the top of the page.
❶ Go to the Users menu
There are 4 options available:
A search function to find users.
Checkboxes to filter by user status (active/inactive).
Checkboxes to sort by modules (vCards or Signature).
Checkboxes to sort by connector (sources and destinations).
Checkboxes to filter by signature templates.
Checkboxes to filter by campaigns.
❷ Filter by group
To identify the users associated with a specific group, go to the 'Organisation' page, select the 'Groups' tab and then click on a user icon.
This will take you to a new page.
On this page, you can go back to the parent entity.
❸ Grouped actions
Once the filters have been set up, you can press the various buttons on the grouped action bar to invite, export, enable, disable or edit the selected users.