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There are two ways to conduct a user search in the User Management screen:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to perform a simple user search:
1. Click on the System tab, click Security, and select User Management.
2. If applicable, enter a Name.
3. If applicable, enter a Full Name.
4. If applicable, click on the Role Name drop-down menu to select an option(s). Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options or use the Select None button to remove all selected options.
5. Click on the Search button. All related results will display in the grid.
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The advanced search has the following sections to assist in refining the search:
Use the following steps to perform an advanced user search:
1. If applicable, click on the Plus icon beside the User Information section to display further search criteria information.
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2. If applicable, enter the User Name, Full Name and/or Email and if needed, use the wild card search button.
Note: Refer to Wild Card Search Fields for more information on how to use this feature.
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3. If applicable, click on the Role Name and/or the User Types drop-down menus to select an option(s). Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options or use the Select None button to remove all selected options.
4. If applicable, deselect any of the following selection boxes (both selected by default): Enabled and/or Disabled.
5. If applicable, click on the Plus icon beside the Security Options section to display further search criteria information.
6. If applicable, enter the Period Variance [-/+].
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7. If applicable, click on the following drop-down menus to select an option(s): Locations, Vendor Security Code, and/or G/L Locations. Use the Search field to enter specific information, use the Select All button (selected by default) to select all available options or use the Select None button to remove all selected options.
8. If applicable, click on the Plus icon beside the User Permissions section to display further search criteria information.
9. If applicable, select as many or as few selection boxes as desired.
Note: To expand each module to select sub-modules, click on the Plus icon beside the corresponding module.
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10. Click on the Search button. All related results will display in the grid.
Click on any of the following to return to the previous process being worked:
•How to Activate/Deactivate a User
•How to Sign in as Another User
•How to Sign Out Multiple Users