Search for a User

You can search for a user if you need to view or edit user details.

  1. Select the filter dropdown from the main search bar.
  2. Click on Exclude services and Exclude sharing agreements.
    This refines the search to Users only.

    Note - By default the filter excludes inactive users. Untick the Exclude inactive box to search on all users.
  3. Enter a minimum of 2 characters from either the surname, forename, user name, display name or employer in the Search box.

  4. Click the Search button.
    Matching results display as a dropdown list ordered by 'SURNAME, (Title) Forename, user name, display name, employer'.

  5. Select the user.
    The user details display.