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