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Role Member Filtering

Quickly filter and manage organization members by role

Feature Overview

The role member filtering feature allows organization administrators to quickly filter the member list by role, significantly improving member management efficiency in large organizations. With this feature, you can quickly find members with a specific role and perform batch operations or permission adjustments.

This feature is especially useful for organizations with multiple roles and a large number of members, effectively simplifying the member management workflow.

Using the Filtering Feature

Basic Filtering

  1. Navigate to the member management page

    • Click "Organization Settings" in the left menu

    • Click "Organization Overview"

    • Click "Edit Members"

  2. Select filter criteria

    • Find the "Filter by Role" dropdown above the member list

    • Select the role to filter by

    • The member list will update immediately, showing only members with that role

Filter Options

Filter Option
Description

All Members

Display all members in the organization (default option)

Owner Role

Show only members with the owner role

Default Role

Show members with only the default role (no other roles assigned)

Custom Roles

Filter by custom role names you created (e.g., Marketing, Customer Service, R&D Team, etc.)

Advanced Operations

Combining Filters and Search

You can combine role filtering with keyword search to more precisely find target members:

  1. First select a role filter (e.g., "Customer Service")

  2. Then enter a member name or email in the search box

  3. The system will further search within the filtered results

Example:

Use Cases

Scenario 1: Building a New Project Team

Need: The company is launching a new project and needs to select suitable candidates from existing members to form a project team

Workflow:

  1. Create a new role "Project A Team"

  2. Filter by relevant departments in sequence:

    • Filter "R&D" → Find 3 engineers

    • Filter "Design" → Find 2 designers

    • Filter "Marketing" → Find 1 marketing specialist

  3. Add the selected members to the "Project A Team" role

  4. Configure the AI assistant and knowledge base permissions required for the project

Scenario 2: Periodic Permission Review

Need: Review each department's member permissions quarterly to ensure compliance with the principle of least privilege

Workflow:

  1. Filter by each department role one by one

  2. Check each member's permission configuration:

    • Are there any unnecessary permissions?

    • Are any required permissions missing?

  3. Record members that need adjustments

  4. Make permission adjustments

Scenario 3: Revoking Permissions for Departing Employees

Need: An employee is leaving the company, and all their permissions need to be revoked quickly

Workflow:

  1. Search for the employee's name

  2. View all roles the employee belongs to

  3. Navigate to the member list for each role

  4. Use filtering to quickly locate the employee

  5. Remove the employee from all roles

  6. Confirm the employee only has the default role (minimum permissions)

Filtering Performance Optimization

Recommendations for Large Organizations

If your organization has more than 100 members, consider the following:

  1. Clear role naming

    • Use clear naming conventions (e.g., Department-Function-Project)

    • Example: "Sales-Customer Service-VIP Project"

  2. Reasonable number of roles

    • Avoid creating too many granular roles

    • Keep the number of roles per organization to 20 or fewer

  3. Regular cleanup

    • Delete roles that are no longer in use

    • Remove departed employees

    • Merge roles with similar functions

  4. Leverage batch features

FAQ

Q: If a member belongs to multiple roles, which filter results will they appear in?

A: The member will appear in the filter results for all roles they belong to. For example, if Xiao Wang belongs to both "Marketing" and "Project A," they will appear when filtering by either role.

Q: Can filter criteria be saved?

A: Saving filter criteria is not currently supported. However, the browser will remember your most recent filter selection and automatically apply it the next time you open the page.

Q: Why can't I see certain roles in the filter options?

A: Possible reasons:

  • You do not have management permissions for that role

  • The role has been deleted

  • You are not the organization owner (some roles are only visible to owners)

Q: What should I do if filtering is slow?

A: Possible causes and solutions:

  • Too many members (>500): Use more precise search criteria

  • Too much browser cache: Clear the browser cache and try again

  • Network latency: Check your network connection

Related Features

Related Features

PreviousDifferences Between Roles and ContactsNextRole Resource Access Permissions

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