CARDEXCHANGE®
ADMIN CENTER

OPERATIONS MANUAL

Last Updated: November 30th, 2021

Managing Filters

For each Group, the Admin Center offers the possibility to create Filters and assign these. This can be very handy to limit the amount of records show to a Group of members but it also can protect specific information to be seen by certain Group of Users at particular Locations.

To create new Filters or manage existing, click on the Filter icon as indicated below.

In the Group Filters Overview, you will see a list of created filters or an empty list when no filters have been defined.

To create a filter, select the field you want to filter on from the dropdown menu, select and operator type, and specify a value to filter on. Click on the + icon to add the filter to the group.

After adding the filter to the group, it will appear in the list. To remove a created filter, click on the Red Trashcan icon in the list to delete the selected filter.


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