How do I quickly filter customer application by the users in your account?

Discover how to effectively filter customer applications based on the various users within your Under account.

To quickly filter customer applications by users in your Under account, follow these steps:

  1. Go to the Customers homepage.
  2. From the Customers homepage, click either the Users or Teams filter.
  3. Select all of the users or teams that you want to filter from the dropdown menu in either the Users or Teams.

You can configure teams in settings, then filter by teams in the customers homepage when you are a manager of a team. To learn more, refer to the article linked below:

Teams Overview

Here is a short video that provides a clear explanation of the process mentioned above: