a. To search for a specific user, select from the dropdown list of User Properties. Once selected, the dropdown list changes to an entry field. Enter the user’s username, email address, first name or last name.
b. Select a second User Property to further refine your search.
c. To search for users who have permission to perform specific workflows, select from the Permission dropdown. All users with the permissions that you selected, plus any other permission settings, will be included in your results. Permissions are set when you grant user system permissions and organizational access after creating the user profile.
d. To search for users within your company’s organizational hierarchy, select from the Customer dropdown list.
e. If you used the Customer filter and the customer is division- and/or department-enabled, select Division and/or Department filters.
4. Click Search. All users that match your filter criteria are displayed on the screen.
NOTE: Click Refresh to clear and reset the filters in order to start a new search.