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
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
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.
note
Saved filters store explicit target selections. If you add new tenants later, they won't be included in an existing filter automatically — you'll need to update the filter.
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 |
tip
Shared filters are a good way to standardise views for a team that regularly works with the same customer segment. Set it once and the whole team benefits.
Filters and categories
Global filters and customer categories complement each other. Categories group customers for organisational 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.