The Customer Staff Search screen allows you to quickly find and manage company contact profiles. It also includes tools for resolving login issues and updating staff information.
What You’ll See on This Page
This screen displays a list of all customer contacts associated with company profiles created in the system. For each contact, you’ll see:
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ID. (Customer ID)
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Login.
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Full Name.
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Customer Company Name.
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Phone Number.
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Email Address.
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User Status (Active, Inactive, Locked)
Actions You Can Take
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View Profile:
Click the information icon ℹ️ on the far right to open the Customer Staff Detail view and see all user information at a glance.
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Edit Profile:
Click the pencil icon ✏️ on the far right to open the Edit screen, where you can change the user's contact details, status, roles, or login permissions.
Filter Options
Use the filters at the top of the screen to narrow your search by:
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Login.
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Contact Name.
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Company Name.
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Organization Name.
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Email Address.
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Status. (Active, Inactive, Locked)
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Zip Code.
These filters help you quickly find a specific user or group of users within large datasets.
Troubleshooting Login Issues
This screen is also helpful for resolving customer users' access problems. You can:
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Check User Status:
Ensure the user is set to Active. If the status is Inactive or Locked, update it accordingly. -
Assist with Password Resets:
Navigate to the user’s profile to send a password reset or update login credentials. -
Verify Email or Login:
Confirm that the email address and username are correct and consistent with the customer’s records.