# Filter and View Staff, Groups, and Compliance Data

The **Filter & View** actions in the People section help you quickly locate specific staff records, group configurations, scoping decisions, and organisational roles. These tools are especially useful for managing large teams and verifying compliance readiness.

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### 1. View and Filter Staff Records

Staff records are accessible in the **Staff** tab and can be filtered by several attributes.

#### Available filters:

* **Search bar** – Search by staff name or email.
* **Status filters**:
  * **Onboarding status** (e.g. Not started, In progress, Completed)
  * **Check status** (e.g. All checks passed, Pending checks)
  * **Special cases** (e.g. Contract staff, Staff on leave)
  * **All checks** – Filter based on specific control checks.
  * **Zone** – Filter by business unit or location.

{% hint style="info" %}
These filters are available for **In scope**, **Offboarded**, and **Not in scope** staff tabs.
{% endhint %}

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### 2. View Imported Groups

Imported staff groups are available in the **Configuration** tab under **Smart Scoping**.

#### To view and manage groups:

1. Go to **People > Configuration**.
2. In the **Automate staff scoping using groups** section, click **View**.
3. Use the drop-down to filter groups by provider (e.g. Office365, Zoho, Okta).

{% hint style="info" %}
Use **Refresh** to sync new or updated groups from the selected provider.
{% endhint %}

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### 3. View Scope Status

Staff members can be marked as in scope or not in scope for your compliance programme.

#### To view scope:

* In the **Staff** tab, use the **Scope** filter to separate:
  * **In Scope** staff
  * **Not in Scope** staff

You can also view the scope label on each staff profile, and change it manually if needed.

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### 4. View Roles and Responsibilities

You can view all roles and mapped responsibilities from the **Roles & Responsibilities** tab.

#### To view and manage:

1. Go to **People > Roles & Responsibilities**.
2. Click any listed role to view its job description.
3. Use the search bar to find specific roles (e.g. “Product Manager” or “Compliance Analyst”).

{% hint style="info" %}
Use filters or scroll to browse all defined roles across your organisation.
{% endhint %}