Quick Search/Navigation Bar

  1. Click one of the four possible icons in the Navigation Bar at the top of the admin screen: 
    • Person: To find a person/user 
    • Page: To navigate to a page or specific feature within the admin interface 
    • Help: To search the knowledge bank of help articles (step-by-step instructions) 
    • Account: For admins of multiple organizations or enterprise accounts to switch between these accounts 
  1. Type the first few characters of the topic, account or person’s name you are searching for 
  1. Click on the options you are searching for to be taken to the related page 

Note: The Quick Search feature will not retrieve the names of profiles that have been archived. 

Updated on March 30, 2021

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