Documentation Index

Fetch the complete documentation index at: https://docs.lansweeper.com/llms.txt

Use this file to discover all available pages before exploring further.

Manage user views

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Views let you customize how your user overview is displayed and filtered.

Create a user view

  1. Go to Users > Views > Edit columns.

  2. Customize your user overview:

    • Select Add field(s) to add columns.
    • Drag any column to change the order.
    • Remove any column by selecting Delete.
  3. If you're happy with the view, select Unsaved View > Save as new.

  4. Enter a name for your view.

  5. Select Save as new.

Filter your user list

  1. Go to Users > Views > Filters.
  2. Select a field in the Field dropdown.
  3. Select an operation and/or value to filter. Select + to add additional filters.
  4. Select Apply.
  5. If you're happy with the view, select Unsaved View > Save as new.
  6. Enter a name for your view.
  7. Select Save as new.

Set a default view

  1. Go to Users > Views > All views.
  2. Select the view you would like to use.
  3. Select Set as default.

Share a view

  1. Go to Users > Views > All views.

  2. Select the view you want to share.

  3. Select More actions, then Share.

  4. In Share view with, choose the share option you prefer:

    • Only me: The selected view will only be accessible to you.
    • Everyone on this site (includes future accounts): The selected view will be accessible to every user that has an account on your site.
    • Specific accounts: The selected view will be accessible to users you specify with an account on your site.
  5. Select Apply.

Rename a view

  1. Go to Users > Views > All views.
  2. Select the view you want to rename.
  3. Select the view name, then enter a new name in the field.
  4. Select Apply.

Export a view

  1. Go to Users > Views.
  2. Filter your view however you want.
  3. In the filtered results table, select Export table.
  4. If your export has fewer than 10,000 items, select CSV or XLSX.
  5. Select Export.
Large exports

Exports of 10,000 items or more download automatically as a CSV file. A progress window shows how the export is going, and you can open a new window to keep working while you wait.

Delete a view

  1. Go to Users > Views > All views.
  2. Select the view you want to delete.
  3. Select More actions, then Delete.
  4. Confirm that you want to delete this view and select Delete.