User Search
User Search provides administrators with a powerful tool to quickly locate and access specific user accounts within the system. This feature enables efficient viewing and editing of user information, supporting various administrative tasks such as profile updates, violation management, and permit assignment.
Using this Feature
The User Search screen allows administratorsyou to input various criteria to find userspecific informationusers toand view/edit.refine your search results.
Quick Steps:
- Hover
Go toover UserManagementManagement, and>click User Search.
Enter
Entering yourSearch searchCriteria
You can also choose to clickClick the Toggle More Options buttonin the top right of the screentochooseseefromalleven more search options.ClickSearch.Review the results table.
Step by Step Instructions:
Access User Search:Hover overUser Management.ClickUser Search.
Enter Search Criteria:Use theavailable fields on the User Searchscreenscreen.to- Refine your search
criteria.results by selecting one of the following radio button options:- Any Users: Displays both enabled and disabled user accounts.
Use the radio buttons to narrow your search withEnabledOnly,Only:AnyDisplaysUsers,onlyoractiveDisableuser accounts.- Disabled Only
.: ToDisplaysnarrowonlyyourdisabledsearchusereven further, use theToggle More Optionsbutton at top right to display more search criteria.accounts.
- Enter
Performyour parameters and click theSearch:ClickSearchto retrieve results.
View Results:The search results will appear in a table below the criteria box.
input
There is a limit to how many records will return. If you see the message "The search has returned more records than allowed and has been truncated. Please refine your search." You will need to narrow down your criteria.
Available Actions from Search Results
From the search results table, you can typically perform various actions by clicking on the user's name or associated icons, such as:
- Click on any column header to resort the results alphabetically.
- Click the Username button to access the User Profile Landing Page.
- Click the Envelope icon to start an email to that user.
- Click the Clock icon to shortcut to the user history.
- Although no export button is available, it is possible to copy the search results directly into Excel or Google Sheets.
Best Practices & Considerations
- Combine Criteria: For more precise results, especially in systems with many users, combine multiple search criteria (e.g., first name and last name, or username and User Type).
- Utilize "Toggle More Options": Don't hesitate to use the expanded search options when you need to find users based on less common data points.
- Disabled Accounts: Remember to select "Any Users" or "Disabled Only" if you are looking for accounts that may have been deactivated.
- Data Integrity: Accurate and up-to-date user information in the system will yield more reliable search results.
- Quick Access: Use the User Search as your primary tool for quickly navigating to a user's comprehensive profile for any administrative task.