Search for a User
You can search for a user if you need to view or edit user details.
- Select the filter dropdown from the main search bar.
- 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.
- Enter a minimum of 2 characters from either the surname, forename, user name, display name or employer in the Search box.
- Click the Search button.
Matching results display as a dropdown list ordered by 'SURNAME, (Title) Forename, user name, display name, employer'.
- Select the user.
The user details display.
See - User Details View.