How to Search for Users

The Enterprise Administrator can search for an existing user in order to manage the user's account. You can search using the following information:

User's name, with an option to narrow the search to just supervisors
User's ID
LOB and work units (hierarchy), with an option to narrow the search to just supervisors
Organization name or ID

Optionally, an Enterprise Administrator can add a new user to any provider or trading partner organization.

To search for users

On the My Account menu, click Manage Users.
On the Manage Users page, select the appropriate tab based upon information you have available for your search.
Enter the required fields.

Tip: The Name and Org tabs allow you to refine your search by entering additional fields or selecting one or more user statuses. A partial search field can be entered followed by an asterisk (*).
Click Search.

If more than one match is found, a results table with matches is displayed. Click the up or down arrow next to a column heading to sort the table in ascending or descending sequence according to that column. Click a row to display that match.

If one match is found, it is displayed instead of the results table.

If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.