Users & groups-portal search

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

  1. Click on the Search () icon to the right of the top navigation bar.

    NOTE

    Press the Escape button to retract this screen.

  2. From the All dropdown available to the left of the search bar, select Users & Groups.

  3. 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

  4. Click on the desired team account to open the View access permissions panel to view the portal role and content role.

  5. Click Manage permissions at the top to open the Team account page.

    Team account groups

  6. Click on the desired team account group to open the View access permissions panel to view the portal role and content role.

  7. Click View associated team members to open the Team account group page.

    To perform search for team accounts and groups and readers/groups.


    In the Readers & groups tab, you can find the Name and login activity of the reader and reader group relevant to your search term.

    Readers

  8. Click on the desired reader, and it will navigate to the Readers page.

    Readers & groups

  9. To view and manage the readers associated with the reader group and the content access, click on the View associated readers.

    To perform search through readers and groups section in users and groups tab.


Filters

Find the filter option available in users and groups module to filter your search.

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.