Besides the fact that filters are helpful to reduce data load when not all data is needed to be loaded, it also helps to protect data to be used by not authorized people. CardExchange® Cloud Suite offers the possibility to create filters and assign these filters to specific users, user groups, roles, profiles, or a combination of those options.

In the overview page you can see all created filters and how they have been assigned. Adding a new filter is very simple just click on the + icon next to the search field and the Add Filter window will open from the right side. In the first section you enter a name for the, use names that make sense as you can always later also connect filters to groups or users in these pages. Choose an option like Group, Role, Profile, or make a combination of those. Enter a description for the filter if applicable. In the list view you can click on the + icon to add a condition to the filter. In the field column you can select a field from the dropdown menu, for example “Country”. In the Operator column you select the operator from the dropdown menu, for example “Equals”, and in the Value column you enter for example “United Kingdom”. You can add as many conditions as you want to each defined filter. Click on Save to store the filter and return to the main window. Any user that logs into the Controller CMS and is a member of the Group “United Kingdom” will now only see all the persons that are located in the United Kingdom. There is no limitation to the number of filters you can create. To delete a filter, select the filter from the list view in the main window and click on Delete. Be aware that deleting a filter directly applies to the group, user, or profile it is connected to and therefore the user will have access to all data when removed.