Find and Filter Users

Where can I view all Users in Ambition?

How can I filter my User Directory?

View User Directory

1. Open the left navigation and click Administration > People > Users.

2. Users with "Users: Edit - Can Edit All Users" permission will see all Users who have an active account in Ambition.

Users with "Users: Edit - Can Edit Subordinate Users" permission combined with Manager permissions will be able to view users they manage.

Filter Users

1. Click the Filters icon to slide out the filter panel.

2. Filter as desired/needed.

Filter options include:

Is Active

Yes = Current Users with accounts in Ambition

No = Users who have been Deactivated

Has Been Invited

Yes = Users who have been sent an Ambition Invitation email

No = No Ambition invitation has been sent.

Has Logged In

Yes = User has been invited and logged into Ambition at least once 

No = Invitation email has been sent, but User has never logged in

Has Issues

Yes = There is an issue that needs to be address with this User. Common issues include missing integration IDs, not being invited, and never logging in.

No = The User has been invited, logged in, and is not missing any integration IDs.

Permission Set

All = All Users

Employee = Users who have not been assigned the Manager or Admin Permission Set

Manager = User who have been assigned the Manager Permission Set

Admin = Users who have been assigned the Admin Permission Set

If your Organization has created any Custom Permission Sets, you will be able to filter by those additional permission set options.

Hierarchy Level 

User will be automatically selected here

User Selection 

Within = Search for and Select a Group in Ambition

Ex. Users Within BDR (Role), Users Within Nashville (Office), Users Within East Pod (Competition Team).

Custom = Search for and hand select a single or multiple users

Each added Filter will update the Users that display in the User Directory.

Filtering can be helpful when needing to invite select Users or update multiple Users at once.