Plans supporting portal search
Professional | Business | Enterprise |
---|---|---|
The Users & Groups - Full portal search page serves as a dedicated space to search team accounts, team account groups, readers, and reader groups in the knowledge base project.
Accessing the Users & Groups - Full portal search page
Click on the Search () icon to the right of the top navigation bar.
NOTE
Press the Escape button to retract this screen.
From the All dropdown available to the left of the search bar, select Users & Groups.
Type in the search keyword in the search bar.
The search results will display two tabs, Team accounts & groups and Readers & groups.
In the Team accounts & groups tab, you can find the Name, Portal role, and Login activity of the team accounts and groups relevant to your search term.Team account
Click on the desired team account to open the View access permissions panel to view the portal role and content role.
Click Manage permissions at the top to open the Team account page.
Team account groups
Click on the desired team account group to open the View access permissions panel to view the portal role and content role.
Click View associated team members to open the Team account group page.
In the Readers & groups tab, you can find the Name and login activity of the reader and reader group relevant to your search term.
ReadersClick on the desired reader, and it will navigate to the Readers page.
Readers & groups
To view and manage the readers associated with the reader group and the content access, click on the View associated readers.
Filters
1. Type
You can filter your search based on the type of the team account. The options available are All entity, Team account, Team account groups, Reader and Reader Groups. The default selection would be All entity.
2. Last logged in
You can filter your search based on the last login date. The options available are All, 7 days, 30 days, 3 months, 1 year, and Custom date. The default selection would be All.
Once the filter selection is made, click Apply. To clear any existing filters and reset the search, click Clear.