Status Filters and Status History

You can filter by status when viewing your Genio users or invites lists.

Filter by Status


Click on the Status box at the top of the table and select the option you want to filter on:



Image of the top of the user dashboard showing the different filters available, The Status filter is highlighted.

You have different options depending on whether you are using the Users or Invites tabs and whether you have the Show Expired check box selected.


Available options:

User Tab Invites Tab
Signed Up Invited
Expired Invite Expired

Invite Withdrawn

Filter by product


If you are a multi-product organisation you can filter by product (Notes, Presents) when viewing your Genio users or invites lists.

Image of the top of the user dashboard showing the different filters available, highlighting the product filter



Status History


You can see the account history for any of your users; you can see when they were invited (and by whom), as well as when they accepted their invitation and signed up to Genio.

Image showing a user's status history

You can access this by either clicking on the user's status:

Image showing the User list with the user's Status highlighted

Or by clicking the three dots next to the users name and selecting View Status History

Image showing the action menu with View Status History highlighted

Info: If you'd like to see even more data then please email us at support@genio.co and let us know what you'd like to have available through your Admin Portal.



User Search Results


When searching for a user, results may be found elsewhere. The Genio Admin portal will display the relevant results found in either tab. This ensures that whether a user is fully registered or still in the invitation phase, you can quickly find their account and understand their current status at a glance:

Image highlights results found in the invites tab

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