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Filtering and Sorting Roles

If your Virtual Contact Center defines numerous roles and administrators, you may find it hard to track them in a scrollable list. Role Based Management allows you to search and filter roles and administrators lists by specific criteria such as Role ID, Role Name, and Administrators.

To filter roles list:

  1. Navigate to Security > Roles tab. 
  2. Click Filter Roles List.

  3. Specify the criteria to filter the roles from the drop-down menu.

  4. Add the desired filtering criteria and select an appropriate parameter.
  5. Click Filter.
    The search result shows.

Sorting Roles List

You can sort the Roles list in the desired order by applying sort parameters. You can sort by Role Name, Role ID, and number of Administrators assigned to a role by applying suitable parameters. You can sort the list in the ascending or descending order with just a single click on the header bar. You have the option to sort by multiple fields using Configure Sort option.

To sort by a single field, click on the header bar for that field to sort in the ascending/descending order automatically.

Figure 29: Sorting by a single field name

To sort by multiple fields:

  1. Click Configure Sort.

    The Sorting dialog box appears.

  2. Click Add Level to specify a field name and the order to sort by.
  3. Add or Delete Levels to sort as you desire.

  4. Click Apply.

    The sorted list shows.


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