Search for clients, companies, users, and roles

Administrators can search for clients, companies, users, and roles in the data tree.

NOTE: You must have access to at least two clients to be able to see the Search box.

To search for users, companies, or clients;

1. Click Administration.
2. Click the tab of which you want to search (Clients, Companies, Users, or Roles)

In the Search box, enter at least two characters to search for users, clients, companies or roles. For users, you can search by display name or e-mail address.