Searching for User Profiles

Objective

After completing this lesson, you will be able to locate user profiles.

The User Profile Search Process

You can create user profiles manually, by import, or using a connector. Regardless of how you create the profile, you can locate all accounts in User Administration. Once you create a profile, the historical data will remain even after termination.

Use the advanced filters to better locate user profiles; you can toggle between the Use Travel Advance Filters and the Use Expense Advance Filters options. The Expense Advance Filter lets you search for users by group and test user information.

The Search text field allows you to search for profiles using an employee’s name, email, login, and employee ID. The employee login, email, and employee ID are the most unique fields you can use. You can also use the percent sign "%" for wild card searching.

Search for a User Profile

To search for a user profile:

Steps

  1. Select User Administration. Use the search field and filters to locate the user profile.

    The image displays a “User Administration” web page for the company Learning Services-Training182. The page shows filters for manager, access scope, user status set to Active, and max results set to 25. A search field contains “Pilot” with a selector for Name, Email, Login. Checkboxes let you display columns such as Login ID, Manager, Employee Group Configuration, Email, and Employee ID. Search and Reset buttons appear above an A–Z index and an empty Users section that prompts the user to start a search.

  2. Open the profile by selecting the user's name to make profile changes.

    The image displays a User Administration web page for the company Learning Services-Training182. The filters show Active users, a max of 25 results, and the search text “ga%.” The search returns one result in the Users table: “User, Gabrielle,” with employee group United States, employee ID “Test,” login ID “gabrielle.user@training.com.uat,” and manager “None.” Search and Reset buttons and an A–Z index appear above the table, and a profile icon is shown in the last column.

  3. Select the Login ID to see the 40 most recent logins based on IP address.

    The image displays a User Administration web page for the company Learning Services-Training182. Filters show Active users, a max of 25 results, and the search text “ga%.” The Users table returns one match: “User, Gabrielle,” with employee group United States, employee ID “Test,” login ID “gabrielle.user@training.com.uat,” and manager “None.” A magenta box highlights the Login ID cell, with Search and Reset buttons and an A–Z index above the table.

  4. Select edit profile to view Your Information and Travel Settings from the user's perspective. You'll need to use Proxy to view additional user settings.

Result

The image displays a User Administration web page for the company Learning Services-Training182. Filters show Active users, a max of 25 results, and the search text “ga%.” The Users table lists one result: “User, Gabrielle,” with employee group United States, employee ID “Test,” login ID “gabrielle.user@training.com.uat,” and manager “None.” A magenta box highlights the Profile edit icon at the end of the row. Search and Reset buttons and an A–Z index appear above the table.

Summary

  • Successfully located user profiles using various search methods.
  • Utilized basic and advanced search options effectively.
  • Leveraged unique identifiers for precise searches.
  • Accessed detailed user profile information.
  • Understood the importance of efficient profile location.

Learning

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