Global Filters
Global Filters are saved filters that persist across all views in the portal — no more reapplying the same selections every time you switch pages. Each filter is named, targets a specific set of tenants and environments, and can be kept private or shared with your whole team.
Filters are managed on a dedicated Global Filters page.
Creating a saved filter
Section titled “Creating a saved filter”Go to the Global Filters page and click Create saved filter. Fill in the form:
| Field | Description |
|---|---|
| Name | A label for your filter (minimum 3 characters). For example: Customer sandboxes |
| Description | Optional — useful for shared filters so teammates know what the filter is for |
| Shared | Toggle on to make the filter visible to your whole workspace. Off by default (private). |
Targets
Section titled “Targets”Under Targets, define which tenants and environments the filter applies to:
- Select Tenants — searchable dropdown; select one or more tenants. At least one tenant is required to save the filter.
- Environment type — filter by environment type (e.g. Sandbox, Production)
- Environment — filter by a specific environment name
As you make selections, the summary bar shows a live count of matched Targets, Sandboxes, and Production environments.
Private vs. shared filters
Section titled “Private vs. shared filters”| Type | Who can see it | Best for |
|---|---|---|
| Private | Only you | Personal working views — focusing on your own subset of customers |
| Shared | Everyone in your workspace | Team-wide starting points — ensuring the whole team works from the same filter |
Filters and categories
Section titled “Filters and categories”Global filters and customer categories complement each other. Categories group customers for organizational and permission purposes; filters let you quickly scope your portal view to a specific set of tenants and environments.
For more on categories, see User Roles & Permissions.