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Search Users

Access Level

User, Viewer, Reviewer, Owner

Overview

The search function lets members quickly locate people in their organisation or groups. Use the search bar (top right of any page) to find users by first name, last name or full name; results return match-ranked profile cards that respect group privacy and user sharing settings. Depending on your access level and group configuration, results may include contact details, phone numbers and addresses, or only basic name and avatar information.

Search bar

How to Search for Users

  1. Look for the search bar at the top right of any page
  2. Type a person's name (first name, last name, or both)
  3. Click the search icon
  4. View the search results below

What You Can Search:

  • First name
  • Last name
  • Full name (first and last)

Search Tips:

  • You don't need to type the full name
  • Search is not case-sensitive (john finds John)
  • Partial names work (smi finds Smith)
  • Try last name if first name doesn't work

Understanding Search Results

Each search result shows a card with the person's information:

Profile Picture

  • Member's photo (if they've uploaded one)
  • Default avatar if no photo

Name

  • Full name (first and last)
  • Clickable to view more details (if available)

Email Address

  • Primary email for contact
  • Click to send an email

Phone Numbers (if available and shared)

  • Primary phone
  • Work phone
  • Secondary phone

Address (if available and shared)

  • Street address
  • Suburb, State, Postcode
  • Country

Note

Not all information may be visible depending on privacy settings and group configuration.

Privacy and Visibility

What Information You See

The information displayed depends on:

  • Group settings - Your organisation's privacy configuration
  • User preferences - What the member has chosen to share
  • Your permissions - Your access level in the system

Full Information Mode

If your group allows full directory access, you'll see:

  • Profile picture
  • Full name
  • Email address
  • Phone numbers
  • Full address

Limited Information Mode

If your group has restricted directory access, you'll see:

  • Profile picture
  • Full name only

Note

Administrators and system accounts may be hidden from search results.

Common Tasks

Finding a Specific Person

  1. Know their first or last name
  2. Type it in the search bar at the top right of any page
  3. Press Enter
  4. Scroll through results to find them

Getting Someone's Email

  1. Search for the person's name
  2. Find their card in the search results
  3. Look for the email address on their card
  4. Click the email to open your email client
  5. Send your message

Finding Contact Information

  1. Search for the person
  2. View their result card
  3. Email: Click the email address to send a message
  4. Phone: Call the phone number shown
  5. Address: Use the address if you need to mail something

Viewing Someone's Profile Picture

  1. Search for the person
  2. Their profile picture appears at the top of their result card
  3. If no picture is uploaded, you'll see a default avatar

Troubleshooting

No Results Found

Possible Reasons:

  • Name is spelled differently than you think
  • Person is not in your group
  • Person's account is inactive or deleted
  • Administrator has hidden their account

What to Try:

  1. Check your spelling
  2. Try just the first name or just the last name
  3. Try a nickname if you know it
  4. Ask a colleague for the correct spelling
  5. Contact an administrator if you can't find someone you expect to see

Limited Information Displayed

Why This Happens: Your organisation has configured the directory for privacy.

What You Can Do:

  • Contact the person directly if you have another way to reach them
  • Ask an administrator for contact information
  • Request your organisation enable full directory access

Profile Pictures Not Loading

How to Fix:

  1. Wait a moment - pictures load progressively
  2. Refresh the page
  3. Check your internet connection
  4. Try a different browser
  5. Contact support if pictures consistently don't load

Person You're Looking For Doesn't Appear

Possible Reasons:

  1. Not in your group: They may be in a different organisation
  2. Account inactive: Their account may be disabled
  3. Hidden by admin: System accounts are often hidden
  4. Different spelling: Try variations of their name

What to Do:

  • Ask an administrator to verify the person has an active account
  • Confirm they're in the same organisation/group as you
  • Try alternative name spellings or nicknames

Tips & Best Practices

Effective Searching

  • Start with just a last name for common first names
  • Try both "Michael" and "Mike" for nicknames
  • Use partial names if you're unsure of spelling
  • Check capitalisation doesn't matter

Respecting Privacy

  • Use contact information appropriately
  • Don't share others' contact details without permission
  • Respect that some information may be intentionally private
  • Follow your organisation's communication policies

When to Contact an Administrator

  • Can't find someone who should be in the system
  • Need contact information not shown in search
  • Believe there's an error in someone's information
  • Need to update directory privacy settings for your group

How to Access: Use the search bar at the top right of any page