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      Customer Staff Search

      This article shows how to use the Customer Staff Search screen to find and manage company contacts, including troubleshooting login issues.

      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