Account > Users > [User ID] > Filter Sets Other user links: Demographic | Access Control | Schedule | Cost | Proxy You can assign users to filter sets that will restrict them to certain clients, projects, services, users, and expense items within the account. Users can be assigned to more than one filter set. Once users have been assigned to filter sets, they can switch between these filter sets by going to the My Account > My Options > Change Filter Sets page. To assign filter sets to a user: 1. Click on the "Account tab." 2. Click on the "Users" link. 3. Click on the User ID of the user in the list. 4. Click on the "Filter Sets" link. 5. Select the desired filter sets from the "Available items" list, and click on the "Add highlighted items" button. Users must be assigned to at least one filter set. 6. Click on "Save." Note: Users are assigned to the "All Access" filter by default. Users can be assigned to more than one filter set. When users are assigned to more than one filter set, they can select which of these to make their current active filter set from the My Account > My Options > Change Filter Set page. The filter set which is currently active will be displayed in the grey bar at the bottom of each page in the application. To restrict users to a single filter set, assign them to the filter set desired, and then remove any other filter sets from the "Selected Items" list, including the "All Access" filter set. Users who have only been assigned to one filter set will not see the My Account > My Options > Change Filter Set link, nor will they see the name of their filter set in the grey bar at the bottom of the page. Note: You can also go to the Account > Filter sets > [Filter set name] > User filter set page to assign multiple users to a filter set.