Feature Overview and Requirements 

The User Search engine enables LMS administrators to use an array of criteria, comparative terms, and operands to build highly targeted results with just a few selections. There are no limitations on the number of user records returned from a query, and you can set each search to display between 25 to 1,000 results per page, with the exception of mobile browsers which are limited to 250 results per page. Results lists include export options for downloading the list of users based on the current set of filters.

Step by Step Procedure and Field Description

User Search Options

To view or edit a user’s LMS account and profiles:

1. From the Administration menu, select Users > Search Users. This page is divided into two parts, as shown below.
   1. Quick Search: The top section is a Quick Search, which uses type-ahead functionality to find an individual user based on a match of either username, first name, or last name. Matching entries appear in a dropdown list below the User field. The portal administrator must select the desired record from that list, prior to taking direct action by clicking the Edit User Account, Edit User Profiles, or Impersonate buttons. Quick Search only includes active users by default. Check Include Inactive below the search field to include inactive users.
   2. User Filter: Use the User Filter advanced search section to find an unknown Username or to generate a well-defined list of accounts. This feature allows you to construct a database query based on a number of user attributes, including profile assignments, user grouping, and training history. Click Apply Filter with no criteria to see all users within your domain of oversight, or select a combination of Criteria and Search Value options to narrow your results.

Building an Advanced Search Query

The Advanced Search section is pre-populated with several common Criteria. To build a custom query, select a user attribute from the Criteria column, then a Comparison value from the corresponding field. You can begin typing in the Search Value field to bring up a list of matching records from which to choose. You can modify those shown, add new ones, or remove a criterion completely. Some criteria also offer a Multi-select option. This allows you to select multiple values from the type ahead list of results so that you are not required to enter multiple lines of the same criterion to find more than one value for it. 

1. Click the “+” and “-“ buttons under the Add/Remove Criteria column to add or remove search parameters, allowing you to build a more robust query.
2. Click Apply Filter to generate results.
3. Once you have executed a search, click the “+” button next to the User Filter header to expand the section, review original criteria, or further refine your query.

Search Expression in Boolean Logic

In the example below there are two criteria. The search will all Active users assigned a Location Sales Manager position.

• User Account (Is) Active 
  AND
• Position (Is) Dealer Service Technician

• Note the Search Pattern expressed as a Boolean formula in the lower right corner of the page. In this example, results will only list users that meet both criteria (1 AND 2). Because the search formula is dynamic, adding or removing criteria from the query will automatically update the Search Pattern or expression.

How Operands Help Build Desired User Lists

You may use any combination of “AND/OR” Operands, which behave differently to create search logic.

• The operand “OR” means “return all users who are meet rule one, and also users who meet rule two”.

• The operand “AND” means “only return users that meet both rule one and two”.

The following example demonstrates the use of both “AND/OR” operands. The results would change drastically by swapping one for the other, keeping the same set of criteria, comparisons, and values.

Navigating Unlimited Search Results

The results list columns for Position, Role, and Location displays the data related to the Primary Profile only and will show the highest role and position.

There are several ways to interact with the results list, as identified in the following image:

1. Sorting Columns: Click a column heading to sort by that column, click again to toggle A-Z to Z-A.
2. Action Buttons:
   • Edit User Account: Lands on a user’s General Info tab and edit account-wide data such as password, address, email, names, etc.
   • Edit User Profiles: Lands on a user’s Profiles tab for adding/modifying one or more profiles, including positions, roles, user group membership, managerial relationships (for person-to-person portals)
   • Impersonate: Allows a portal administrator to impersonate the user — viewing the portal from the user’s point of view for troubleshooting. Note: A portal administrator cannot impersonate other portal administrators.
3. Download Results: The results are downloadable in Excel, CSV, and PDF formats.
4. Items per Page: The number of results displayed per page defaults to 25, but can be changed temporarily to other values in the dropdown list, up to 1000 records.