Organization-level users can select a user from their organization and then apply that user's saved transaction filters to all other users. All users will be able to use these org-level filters, but they won't be able to edit or delete them.

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Applying a Single Agent's Transaction Filters to All Users

  1. Go to Admin > Organization Settings.

  2. Make sure a model team has been selected.

  3. In the menu on the left, click Set Model Agent.

  4. Click the Agent Name drop-down to see a list of all the agents on your model team that have saved transaction filters. Select an agent that has the transaction filters that you want applied to other users in the system.

    Note: If none of the agents on your model team have any saved transaction filters, this drop-down will be empty.

  5. Make sure the Include Filters checkbox is checked.

  6. Click Submit. Now all your users will have the same saved transaction filters as your model agent.

Where can I see saved transaction filters in Sisu?

  • Transactions tab: Hover your cursor over the Transactions tab at the top of Sisu. This makes a list of options appear. Your filters will appear at the bottom of this list.

  • Transaction screen filter: You can also find saved transaction filters by going to Transactions > Transactions and clicking the funnel icon in the top-right corner of the screen. This opens the Filter sidebar. Saved filters are at the top of the sidebar.

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