View Company Employees Directory

Modified on Tue, 28 Jul at 3:22 AM

The 'Company Team' screen shows the contact details of employees of all levels, ranging from company admins to field crew.

Ensure that you are on the 'My Team' screen in the portfolio console, If not:
- Click the main menu at the top-left.
  - Click 'Project' in the menu drop-down.
  - Click 'Company' from the top.
- The 'Company Info' screen opens by default, click 'Team' on the left.

First name, Middle name and Last name – The full name of the person

Phone number – The contact number of the employee with the country code

Email address – The email address of the employee

Permission level- The role permissions that have been assigned to that employee

Status- The current status of the employee, whether active or disabled

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box located at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns. See Customize Columns in List Views.
The options at the top left allow you to filter the entries, create nested groups of entries and manage personalized and customized views of the table. Use the links below to learn more:Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' icon at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details