In Entity Manager, the Staff page lists every staff member in your account. Use search, filters, and column choices to narrow the list to the staff you need.
Before you begin
- You have the Staff Manager role. See About user access to Entity Manager.
Search
- From the Kontakt.io Launchpad, select Entity Manager.
- Go to Staff.
- In the search box, enter any part of a staff member's ID, name, setting, or Tag ID.
The list updates as you type and shows only matching staff. The settings column changes to Matched Settings so you can see which value matched your search.
Filter by column
- Select the filter icon in the column header you want to filter by.
- Choose the values to include. You can filter by:
- Staff Role
- Groups: group membership
- Status: the staff member's current status or sub-state
- Tag Status: for example, Online, Lost, Deactivated, or Not Assigned
- ID or Name: a value the column contains
The list shows only the staff who match every filter you apply.
Choose which columns to show
- Select Choose Column.
- Select the columns to show or hide.
Your column choices are saved for the next time you open the page.
Clear filters
Select Clear Filters to reset the search box and all column filters and return to the full list.
Result
The list shows the staff who match your search and filters. From here you can open a staff member to view or edit them, or select Create Staff to add a new one. For a full list of columns and what each filter does, see Staff list columns and filters.