AGOL Admin: Make User Filters Work

[PatIampietro]

User filtering for Admins in AGOL is atrocious. The various areas (member management, license management, group rosters, Invite GUI for groups, etc.) do not have a consistent set of filtering options, and none of them include all the options that should be available. Here are some ways to give Admins the tools they need to properly find and manage their users:

1. Introduce wildcards (%, *)
2. Allow filtering by
   1. First/Last/Full Name
   2. User Name
   3. Email Address
   4. User type
   5. Role
   6. Date Joined/Created
   7. Last Login
   8. Has/Does Not Have Entitlement(s)
   9. Credit Balance/Used
   10. Enterprise/Non-Enterprise
   11. Has/Does Not Have Items
3. If partial matches are going to work in some places, they should work everywhere, and consistently
4. Make partial matches return all matching records rather than only the 1st one
5. Allow more control over which fields are displayed in table
6. Allow sorting by all fields displayed
7. Allow Admin to control how many records are displayed

I'm sure there's others, but the above would be a good start to making the query/filters work. ESRIobviously knows how to do this in their GIS products, you just need to make AGOL do it as well.

[AdrianHughes3]

Don't seem to be able to filter members on all member roles, only a few options are available. Seems very odd

[DataOfficer]

+1 for this. In particular, being able to filter by date member added to the organisation would be extremely useful.

Example: We use ArcGIS Hub Premium to manage a community of volunteers. We add new volunteer users regularly (either singly or in batches), and then need to add them to a series of groups. When adding to groups, there is no option to filter by most recently added, making the process much slower as we have to filter by each name. When adding tens if not hundreds of additional people to groups, this is very slow.

[PatIampietro]

This is an older Idea, and while some improvements to member selection filters have been made, filtering/selection is still poorly and inconsistently implemented across the platform.

As organizations grow, Administrators need and efficient way to manage their members for a variety of reasons (among others):

1. Entitlement (license) management
2. Role /user type management
3. Group management
4. Item management
5. Membership management / account deletion

Further, as ArcGIS Online evolves, Administrators are often forced to use one or more of the above activities to fix or in response to some change deployed by Esri (for example the "duplicate extension licenses" issue caused recently when a change to User Types was implemented). Another use case is when attempting to grant extension licenses to members that joined prior to those extensions being granted by default. There is currently no way to select all members that DO NOT have an extension license (see https://community.esri.com/t5/arcgis-online-ideas/add-quot-only-show-members-not-assigned-this/idi-p...). With thousands of users, finding the handful that lack a particular extension license is extremely time consuming.

Simply put, Administrators need a way to easily and efficiently manage members in bulk, rather than singly or a page of users at a time. The first step of this activity generally involves filtering/selection of the relevant members to which some action is to be applied. Please enable Administrators by improving member selection tools with the basic functionalities suggested in this idea but that are still lacking.

Numerous ideas related to this topic and member management in general exist (not exhaustive):

https://community.esri.com/t5/arcgis-online-ideas/bulk-edit-members-licenses-for-org/idi-p/1585544

https://community.esri.com/t5/arcgis-online-ideas/ability-to-display-and-select-all-members-when/idi...

https://community.esri.com/t5/arcgis-online-ideas/ago-modals-for-bulk-maintenance-should-not-be/idi-...

https://community.esri.com/t5/arcgis-online-ideas/add-quot-only-show-members-not-assigned-this/idi-p...

Thanks.