Use the Search role panel to find a specific role. Specify one or more of the search criteria listed below and click Apply filters. If you want to stop the search, press “Esc” on the keyboard or click Stop .
Click Default filters to reset the search criteria to their initial values. To refresh the search results, click Reload data.
PortaBilling automatically loads the list of records once you open the page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the list of records won’t load until you click Apply filters.
If the search result contains a single record, you can open it automatically by choosing the If the search produces a single result, automatically open it option.
Name
Filter roles by name. Type a role name here.
Type
Filter roles by their type.
- Select Any to search among all roles.
- Select Administrator self-care to search among roles assigned to users of the admin interface
- Select Account self-care to search among roles assigned to accounts
- Select Customer self-care to search among roles assigned to customers
- Select Reseller to search among roles assigned to resellers
- Select Distributor to search among roles assigned to distributors
- Select Representative to search among roles assigned to representatives
- Select Hunt group supervisor to search among roles assigned to call center supervisors