Product Documentation

Find users

Jun 05, 2015
Updated: 2013-05-11
You can find users by using one of the following search methods:
  • The User Search feature available from the control panel Home page, located under User Management
  • The search criteria available from the Users page
Note: User search is limited to the users of a specific customer. Before searching for users, find and select the customer to whom the target users belong.

To search for users from the Home page

  1. From the Services Manager menu bar, click Home and expand User Management.
  2. Select a filter of Name, UPN, or Email.
  3. In User Search, type a user name, email, or User Principal Name (UPN) and click Search.

    You can use the percent (%) character as a leading wildcard to perform partial searches. For example, type %citrix to find all users with "citrix" as part of the user name.

To search for users from the Users page

  1. From the Services Manager menu bar, click Users. The Users page appears, listing all the users for the current customer.
  2. To search for users alphabetically:
    1. Expand Filter Fields and select one of the following criteria:
      • User ID
      • UPN
      • Firstname
      • Surname
      • Location
      • Department
    2. Click the letter with which the selected criteria begins.
    For example, to find users with UPNs beginning with F, you select UPN and then click the letter F.
  3. To search for users using several different criteria:
    1. Expand Advanced Search and enter any of the following information:
      • In User ID, UPN, First Name, Surname, or Email, type at least one letter in any of these fields to find users whose information begins with the letter or letters.
      • In Role, select a security role from the drop-down list. For example, select User Administrator to find users assigned the User Administrator role.
      • Under User Types, select Standard to find a customer's user. Select Template to find any user templates in the Services Manager. Typically, a template user is the defined user template you can download for Create multiple users with Bulk User Import.
    2. Under Service Filter, enter any of the following information:
      • In Service, select a service from the drop-down list. Only services that are currently provisioned to the customer appear in this field.
      • In Access Level, select a user plan, if applicable.
      • In Status, select the service provisioning status for the users you want to find.
    3. Under Account Status, select Yes or No to find users according to the associated account status. By default, Ignore is selected to prevent the account status options from being considered in searching.
    4. Under Password Status, select Yes or No to find users according to the associated password expiration status. By default, Ignore is selected to prevent the password status options from being considered in searching.
    5. Under Additional Options, enter criteria found in the custom fields, location, or department specified in the user properties.
  4. Click Search.