How to Use the Advanced Search Tool

This tutorial will demonstrate how to use the advanced search tool in the Users area at the cloud level.

Step 1: Navigate to the search tool

a. From the account level, click on People

Step 2: Conduct your search for a user with custom attributes.

Notice that in addition to being able to search users by Name, Last Name, and Email using the original and/or condition, now you can select from a list of filters. These filters are also known as your custom attributes, which provide for a much more specific search option.

The custom attributes for your institution might range anywhere from Department to Campus Location.

a. Let’s conduct a search for users that have “Services” in their Department name
b. Select the filter (custom attributes) for Department.

c. Now, type in the name of the Department.

d. Click Search to finish.

The search results below indicate that there are three people who belong to Departments that have the word, “Services” in the Department title within the institution.

For the purpose of this tutorial, a review of the initial .csv upload shows that the search tool filtered accurately for all departments with “services” in its title.