How do I search for users?
The Find a Person feature enables you to search for the different kinds of users that exist in PowerSteering. This article describes the different kinds of PowerSteering users and how to search for those users in PowerSteering.
1. Click Find A Person
2. Select User Type
- Click one of the tabs at the top of the page to select the type of user you want to find. The different types of users are described below.
Active: This tab displays all users that can sign in to and use PowerSteering. All active usernames and emails must be unique. The active tab will also display no-access users in the search results.
Deleted: This tab displays all users that have been deleted from PowerSteering. A deleted user cannot be restored from their existing PowerSteering records, they must be recreated as a new user.
Locked: This tab displays all users that have exceeded the number of invalid sign in attempts. By default the number of tries is set to 3. To unlock a userâs account, click on the icon. The user can now sign in with their username and password. If these are no longer valid or are unknown, the user must reset their password.
Online: This tab displays all the users that are currently signed into PowerSteering.
Non-Grouped: This tab displays all users that are not a member of a Group. This information can be especially useful for sites that use group associations to manage permissions.
Non-Respondents: This tab displays all users that were sent an invitation to join PowerSteering but have not yet completed the registration process. Users are listed in descending order of days pending a response. The email address used for the invitation is displayed, consider validating this information to ensure the invitation was sent to the correct address.
No-Access Users: This tab displays all users that are being used used within PowerSteering but do not have access to sign in to, receive notifications from, or participate in any workflow activities pertaining to PowerSteering. The most common use of no-access users is the ability to build a team for a project manager that is using PowerSteering to manage their activities. The project manager will sign into Power Steering and manage the day to day activities such as resource allocation and task status, the no-access users will not have any interaction with PowerSteering. If you are using timesheets and want to apply hours and / or costs to a resource, they must be represented as an active and / or no-access user in PowerSteering.
Note: If you are using Single Sign-on (SSO), you may see an additional tab entitled "Self-Registered". This tab displays users that can enter and use PowerSteering even though they have not been formally invited.
3. Click Name
- Click Name, type your search criteria in this field.
PowerSteering will return all results using a starts with search functionality and does not require a wildcard character. Entering "chris" will return all results where Chris is the start of a first or last name. The search is not case sensitive. Leaving the Name field blank will return all results that match the filter criteria.
4. Set Tag Filters
- Click the field for the tag you want to include in your filter.
- Select an option to indicate how you want to use this tag in your filter.
- Repeat these steps until you have identified all of the tags and tag values you want to use as a filter for your search.
Omit this tag: This option indicates that the values for this tag will be ignored during the search procedure.
Any value for this tag: This option indicates that the search results must have at least one value for this tag populated in the user record. This would be the opposite of using a null condition for your search.
Select values...: This option provides the ability to select specific values for a tag that must be populated in the user record search results.
5. Click Search
- Click Search.
- View the results of your search.