Searching for a system user

Instead of using individual page numbers and scrolling through every user, Account Administrators can use the Search Users toolbar combined with selected Roles and Teams to efficiently find any system user or group. Searches will return any matching system Users or Teams regardless of the page they are on or their User Status (Active, Inactive, or Pending).

• Select Admin > Users from the menu.
• Find a system user by searching any combination of user names, user emails, roles, or teams with results will be returned automatically:
  • Find a system user by entering at least 3 consecutive letters in the first name, last name, or email in the Search Users text box.

  • Find a system user by using the Select Roles dropdown to choose one or more roles.

  • Find a system user by using the Select Teams dropdown to choose one or more teams.

  • Find a system user by using the Select Statuses dropdown to choose one or more status.

• Proceed to review the user's information, make changes as needed, or export the list:
  • Edit the User Profile:
    • Click the Username field for the user.
    • Review the user's Profile tab and select Edit.
    • Update the necessary fields and click Save.
  • Review the User Notifications: 
    • Click the Username field for the user.
    • Review the user's Notification tab.
    • If changes are required, you must notify the User to log in and take action.
  • Edit the User Role:
    • Select the ⋮ menu from the user and select Edit Role.
    • Choose a role from the drop-down and SAVE.
  • Click on the gear icon, click Export and follow the system prompts.