How to Search For Users in Assurance

Once you have found the users you are looking for, click here for a guide on how to update users. 

If you are a Super User, Business Unit Manager or have access to Administration Settings, you can search for users. This guide provides step-by-step instructions on how to search for a user in Assurance.

To Search for a User in Assurance

1. Click the Gear in the top menu

2. Click on the Users button

3. From here, you can filter your user list by clicking on the magnifying icon and using the available filters. 

Select the white space next to the filter/s you wish to use and either type in the answer you are looking for or choose from the drop-down list. Click on the blue Apply button.

If you need to add another filter, select the blue text 'Add Another Filter' on the bottom left.

Either select from the drop-down list of filters that appear, or type in the search box for your required filter. 

Useful filters:

• Business Unit – Allows you to search for all users in one or more business units
• Search by Name or Email – Allows you to type in a users name or email to search for them
• Status – Allows you to search for users who are either; Active, Suspended or Retired
• User Type – Allows you to filter by; User (Full User), Administrator (Super User) or Lite User
• Leave Management - Allows you to search for users Currently on Leave or All Current and Scheduled Leave
• Responsibilities - Allows you to search for people with responsibilities allocated to them - either Yes or No
• Tags – Allows you to search by any tags set up on the user profiles
• Entity – Allows you to search on lite users by their entities