Users & Groups - Full portal search
  • 28 Jan 2022
  • 2 Minutes to read
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Users & Groups - Full portal search

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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 on the left-side main menu to access the Full portal search
  2. The full portal search page appears as an overlay window

11_Screenshot-Users_and_groups_Full_portal_seach_page_1

  1. Click on the minimize button on the top right to retract this screen
  2. Select the Users & Groups tab below the search bar
  3. Type in the search keyword in the search bar
  4. The relevant search result would be populated
Change view style

The users and groups results can be viewed as a list or grid by clicking on the view switch available at the top-right

  1. The search results would show the following information for users or groups
  • Account or group name
  • Team account or reader profile image
  • Portal role (Contributor, Owner, etc)
  • Email
  • View associated members/readers (For groups)
  • Last login activity (Team accounts and Readers)

Team account

Click on the team account name, and the View access permissions blade appears on the right with the following information

  • Portal role
  • Content role

12_Screenshot-Users_and_groups_Full_portal_seach_page_2

Click on the Manage permissions button at the top to navigate to the Team account settings page.

Team account group

Click on the team account group name, and the View access permissions blade appears on the right with the following information

  • Portal role
  • Content role

Click on the Manage permissions button at the top to navigate to the Team account group settings page.

In the search result, click on the View associated team members, and an overlay opens up with the list of team accounts associated with the team account group.

Readers

Click on the Reader, and the page navigates to the Readers & groups setting page.

Reader groups

Click on the Reader group, and the page navigates to the Readers & groups setting page.
To view the readers associated with the reader group, click on the View associated readers.


Filters

There are two filters available that can be used to narrow down your intended user search result.

13_Screenshot-Users_and_groups_Full_portal_seach_page_3

a. Type

Filter based on the account type

  • All entity
  • Team account
  • Team account group
  • Reader
  • Reader group

b. Last login

Filter based on the last login date

  • 1 year
  • 3 months
  • 30 days
  • 7 days
  • Specific date range

Click on the little 'x' at the end of the filter bar to clear the existing filters.


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