Sharetribe's Console includes powerful filtering capabilities that help you identify users, listings, or transactions that need action from you, the marketplace founder. They make it easier to take action efficiently and keep your marketplace running smoothly.
In this guide, we'll walk through practical examples of how to use Console's filtering tools to streamline common marketplace operations.
Let's dive into some example scenarios: use user approval, user permissions, and listing approval. You can apply the steps below for other filters as well and create filtering combinations that suit your marketplace and workflows the best.
How to find users pending approval
If you have user approval enabled on your marketplace, you'll want to regularly review and approve new users so they can access your platform. You can enable user approval in the access control settings.
Here's how to quickly identify users who need approval:
Navigate to user management in Console.
Click the Filter button in the top right corner.
Choose the filer State.
Select Pending approval as the value to filter by from the dropdown.
Click Apply.
Console will return the users who are waiting for approval. You can then go through your review process for each user and approve those who meet your criteria. This gives the users access to your marketplace.
How to find users who need permissions
You can use access control functionality to limit certain permissions in your Sharetribe marketplace. The three permissions are:
By default, all users can do all three. But if you have any of the permission settings enabled, the users need to be given the right separately.
The permission settings are available in the access control settings. So if you’re using any of these in your platform and manually granting permissions, read on!
For example, you might only allow certified professionals to post listings, or require verification before granting transaction rights. Let’s see how filtering for each type of permission works.
Finding users who need rights to view listings
Let’s first filter to see users who need rights to view listings.
One use case could be a reverse marketplace, where customers post listings and providers reach out to them. In this setup, it doesn’t make sense for customers to be able to see listings from other users, but providers should see all listings.
Here’s how to filter for users without rights to view listings:
Navigate to user management in Console.
Click the Filter button in the top right corner.
Choose the Can view listings filter
Select No.
(optional) Click to add a condition.
(optional) Choose the User type filter.
(optional) Select your provider user type from the dropdown.
Click Apply. Console shows all providers who don’t yet have rights to view listings.
You can edit the users’ details, and grant them the permission to view listings—and go through any review process you have in place.
Finding users who need posting rights
Next, we’ll go through filtering for users without posting rights. This can be relevant for you if you have the posting rights permission enabled.
Here, a common use case would be a B2C platform, where only the providers or sellers can post listings and there’s a clear division between supply demand (unlike on peer-to-peer marketplace, where one user can easily be both). Or a service marketplace, where you want to review each provider before giving them posting rights.
Here’s how you filter users by posting rights:
Navigate to user management in Console.
Click the Filter button.
Choose the Can post listings filter.
Select No.
(optional) Click to add a condition.
(optional) Choose the User type filter.
(optional) Select your provider user type from the dropdown.
Click Apply. Console returns all providers who don't yet have posting rights.
You can now review their credentials and grant permissions to qualified providers.
Finding users who need transaction rights
You can use the same filtering approach for transaction rights as well.
For example, if you have a reverse marketplace where providers reach out to customers instead of vice versa, it might make sense to limit the permission to start a transaction to supply only.
Here’s how you would look up users without transaction rights:
Navigate to user management in Console.
Click the Filter button.
Choose the Can initiate transactions filter.
Select No.
(optional) Click to add a condition.
(optional) Choose the User type filter.
(optional) Select your provider user type from the dropdown.
Click Apply. Console returns all providers who don't yet have posting rights.
Then, you can go edit the users permissions to include transaction.
How to find listings pending approval
Similar to user approval, you can enable listing approval in your access control settings. This means listings won't be published until you've approved them—giving you quality control over your marketplace content.
Here's how to find and review pending listings:
Navigate to listing management in Console.
Click the Filter button in the top right corner.
Choose the State filter.
Select Pending approval from the dropdown.
Click Apply. Console return listing only the listings waiting for approval.
You can then review the listings one by one and approve listings that meet your standards.
Conclusion
Console's filtering tools help running administrative management tasks more efficiently. By combining different filters and establishing regular workflows, you can stay on top of approvals, permissions, and quality control.
The filtering techniques covered above work best when you have at least some volume to work with, but you can start applying them in your test environment to get familiar with Console's capabilities. And remember: there are plenty more filters to use in Console. Test them out and find the filtering combos that help streamline your specific recurring tasks.
While operational filtering helps with day-to-day tasks, Console's filtering tools can also help you analyze marketplace performance and identify growth opportunities. Check out the article and video on analyzing your marketplace performance with Console's filtering tools to learn more.