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      Customer Staff Search

      This article will show you how to utilize the Customer Staff Search screen:

      Quick Reference Video Summary

      • This page will list all of the contacts for the company profiles that have been created
        • It will list their full name, login, and the company that the user belongs to, along with other details
      • The Customer Staff Detail option in the Actions column will bring you directly to a customer staff member's profile
      • Filters are available to search for a staff member by Login, Contact Name, Company Name, Org. Name, Email, Status, and Zip Code
      • This screen can be used to troubleshoot login issues (make sure their staff profile is set to a status of Active