Searching for Users - Advanced Search

An advanced search lets you search for users based on any field information available. You can search for users that contain specific information in a single field, or you can base your search on information contained in multiple fields. When you enter criteria in more than one field, the search will result in users that meet all of the criteria (an AND search). If you select multiple items within a field, for example, more than one Group or Department, the search will result in users that meet any of the criteria (an OR search).

To perform an advanced search for users:

  1. Click the Admin tab and click the Users submenu link to go to the Quick Search page for users.

  2. Click the Advanced link next to the GO button or select the Advanced Search action to display the Advanced Search page.

  3. Type your search criteria into one or more fields on this page. When you enter criteria in more than one field, the search will result in users that meet all the criteria (an AND search). Note: Clicking the Make Default link will save the selected criteria as your default. To clear the default, click the Clear Default link.

  4. Click the GO button to begin the search. The results of the search appear on the Search Results page.

If you're not satisfied with the results of your search, click the Modify Search link to modify your search with additional criteria or select the Advanced Search action to start over. You can also use the Modify Search option to add records to those already selected. If you selected records found with the first search, that selection is retained as you modify your search criteria and find and select additional records.

Advanced Search Criteria

Fields on the Advanced Search page let you enter as much criteria as necessary to find the user or users you're searching for. The more information you enter, the more specific your search will be. Remember that when you enter criteria in more than one field, the advanced search finds records that meet all the criteria (an AND rather than an OR search). For example, if you enter criteria in the Group or Department fields, the search will return only those users that meet all these criteria. Users with matching criteria in only one of the fields would not be returned.

Advanced Search fields include all of the Quick Search criteria, plus the following additional fields:

Domain Name

Click in this field and select the domain name you want to search for. This list is created by IQ based on the domains entered in the Domain Name and Login ID field in the User record.

Internal User ID

Enter the numeric internal user id (i.e. 105) in this field to locate a specific user record. The Internal User ID is automatically assigned by IQ each time a new User record is created, but is typically not displayed in IQ. There are a few places in Admin Client that display the internal user id.

Initials

Type the user's initials in this field to locate a specific user record that contains these initials.

License Type

Click in this field and select Full to search for users that have been granted a standard license type in IQ. Select Limited for a list of users that have a  "Limited Use License".

Start Date

To find users with a Start Date within a certain date range, enter dates in the From and To fields by typing the date or by clicking the calendar icon next to each field and selecting a date. Leave both fields blank to include all users in your search, regardless of their start date. Enter a date in the From field only to find all users with a start date equal to or greater than that date. Enter a date in the To field only to find all users with a start date less than or equal to that date.    

Stop Date

To find users with a Stop Date within a date range, enter dates in the From and To fields by typing the date or by clicking the calendar icon next to each field and selecting a date. Leave both fields blank to include all users in your search, regardless of when they were created. Enter a date in the From field only to find all users with a created date equal to or greater than that date. Enter a date in the To field only to find all users with a created date less than or equal to that date.   

Last Updated Date

To find user records that were updated within a specific date range, enter dates in the From and To fields by typing the date or by clicking the calendar icon next to each field and selecting a date. Leave both fields blank to include all users in your search, regardless of when they were last updated. Enter a date in the From field only to find all users with a last updated date equal to or greater than that date. Enter a date in the To field only to find all users with a last updated date less than or equal to that date.   

Forward Alerts Status

You can use this field to search for users with a specific Forward Alerts setting in their User record. Click in this field and select No, to find users who are not forwarding their IQ alerts. Select Yes to find users who are forwarding their IQ alert messages. Or select All to find users who are receiving their alerts in IQ and also forwarding them to an external e-mail address.   

Profile Assignment

This search criteria allows you to find users who have the same security profile for a selected IQ module. Click in the Module field and select the IQ module. IQ then updates the Profile field with a list of available security profiles.