The user filter is an extremely versatile tool for Connect site administrators. With the user filter, you can do these tasks and more:

  • Generate a target list of users. (For example, only those users who are agency or program managers)
  • Export the list, along with each user's profile data, into a spreadsheet.
  • Perform various actions on groups of users, such as adding them to a user group, resetting passwords, and activating their accounts.

This article explains how to:

Click here for related articles and videos on the user filter.

Accessing the User Filter

The user filter is available in two different sections of the site manager panel:

  • The user-management area (Volunteerism > Users)
  • The email blast tool (Communication > Email Blast)

This article focuses on the user-management area, but the filter instructions apply to the email blast as well.

The user filter has several components, labeled here and described below the image.

An area to collapse/expand the filter, along with the number of users filtered. (In this example, seven users have been captured in the filter Date Added > on > 06/16/2016.)
An area to select filter categories and set up your filter criteria
A Submit button (for applying your filters) and a Cancel link (for clearing your filters)
An area to save a filtered list
The filtered list of users
A dropdown for applying a previously saved filter

About Filter Categories

Below are the user filter's categories, along with some examples of the filter options within each. Note that the Disaster Response and Service Learning categories are available only for ReDI and SLM clients, respectively.

Filter CategoryDescriptionExamples
Disaster ResponseReDI (disaster-response) dataPresence of a disaster profile; equipment, experience, specialty.
EventsEvent RSVP dataAttended or did not attend an event (based on RSVPs)
Service LearningService Learning Module (SLM) dataRole: agency manager, leader, member
User DataUser profile dataUser name, date added, ZIP code, status, gender, availability.
VolunteerVolunteer roles and responsesAgency managers, response to a particular need, participation in an advanced event or initiative, benchmarks met
AgencyManagers of agencies (programs) Date of last need posted, partner agencies, participation in initiatives

Note: For further guidance on the various filter categories, both for email and exporting data, see these articles: Emailing Selected Users on Your Site: Useful Filters and Finding and Exporting the Data You Need.

Building and Applying a Filter

To build and apply a single filter:

  1. Select a category from the Select a Filter dropdown. In this example, the site manager is selecting the Agency category.
    (You can ignore the And/Any dropdown, which only applies for multiple filters.)
  2. Narrow the filter using the additional fields provided. In this example, the site manager has built a filter to target managers of agencies that added needs after January 1, 2018.
  3. Click Submit.

The number of filtered users is displayed at the top of the filter area.

For information on adding more criteria to your filter, see Using Multiple Filters below.

Using Multiple Filters

You can apply as many filters as you like. You can also filter users who meet either all or any of the filter criteria you select.

To apply multiple filters:

  1. For the first filter, select either And (to filter users who match all the filters you'll be using) or Any (to filter users who match any of those filters). (Click here to learn more about how the And/Any dropdown works.)
  2. Select a category and build the filter, as explained in Building and Applying a Filter above.
  3. Click the green plus (+) sign to the right of the Add New Filter heading to add a new set of options.
  4. For the next filter, select And or Any as applicable.
  5. Select a category, and build it as explained in Building and Applying a Filter above.
  6. Repeat steps 4 and 5 for additional filters.
  7. Click Submit.

The number of filtered users is displayed at the top of the filter area.

About the "And/Any" Dropdown

When applying multiple filters, begin by selecting the applicable term from the And/Any dropdown.

  • Select And to filter users who match all of your criteria. (For example, everyone who started a Connect account this year AND is a fan of a selected agency.)
  • Select Any for to filter users who match any of the filter criteria. (For example, everyone who either started a Connect account this year or is a fan of a selected agency--or both!)

In the example above, the site manager is filtering for the users who (1) joined after January 1, 2018 and (2) are fans of After-School All Stars.

Notes: (1) The And/Any dropdown does not apply if you are applying just one filter. (2) For two filters, use the same And or Any selection for both filter criteria. If you use And for one and Any for another, the system will filter the list as if And were selected for both.

Saving a Filter

To save a filter for future use:

  1. Once you've created and submitted the filter, type a title into the Save User Filter text box.
  2. Click Save User Filter.
  3. Click Okay.

Once this screen is refreshed, you will see a Select Saved Filter dropdown. Click on it to see and select a previously saved filter.

To apply the saved filter, click Load.

Bulk Actions You Can Take on a Filtered List

The user-management area includes a Select an Action option that you can use to perform bulk actions on user accounts.

Bulk-action options are described below

Add/Remove TagsAdd or remove user tags to a selected group of users. You will be prompted to enter or select the tag to be added or removed. Tags can be used later in custom reports and email blasts.
Add/Remove User GroupAdd selected users to a user group, or remove them from a user group. You will be prompted to select the applicable user group. People who are added to a user group in bulk will not see user group Join Questions.
Export UsersSelect to export all selected user profiles to a spreadsheet. The spreadsheet, which will be emailed to an address that you specify, will also include information about need responses, relevant dates (such as date last logged in), and answers to custom registration or advanced-event questions.
Deactivate UsersSelect to deactivate/delete all listed users. You will be prompted to confirm the deletion. User can be reactivated later if necessary; click here to learn more.
Send Password ResetSelect to send an automatic password reset to all listed users. You will be prompted to confirm this action.
Activate Imported UsersActivate the accounts of imported users. A notification will be sent to each user that includes a temporary password for first-time login.
Remove BenchmarkIf users were awarded a badge/benchmark in error, you can remove it easily with this option. To filter the list by users with a particular benchmark, user the filter Volunteer > Benchmark > has received > [select benchmark].

Performing a Bulk Action

To perform a bulk action:

  1. Apply one or more filters as needed.
  2. Select an action from the Select an Action dropdown.
  3. Follow any instructions provided to complete the action. (Instructions vary, depending on which action is selected.)

The Results List

As mentioned previously, the table in the bottom section of the user-management page displays the filtered list. If you have not run a filter, it lists all active user accounts in the system.

Note: Click Table Filter on the right-hand side of your screen to control what columns are displayed here.

By default, the list includes the columns listed below.

TypeThere are two types of users: managers are Site Managers and can access the Manager Panel; all other users (including agency managers) are users and cannot access the manager panel. To learn how to change a user's type, click here.
First NameClick a user's first name to view and edit their profile.
Last NameClick a user's last name to view and edit their profile. 
EmailClick a user's email address to email a message to them through your Connect site.
StatusUsers will have one of four statuses: Active, Inactive, Imported, or Pending. Click here to learn how to change a user's status.
OptionsClick the Edit icon (a pencil) to view and edit the user's profile. Click the Assume icon (a box with an arrow) to assume the user's identity. You will then be logged in as the user and taken to the front end of the site.

Note: To re-assume your own identity, log out and log back in.