Look up a user

To look up a user, begin at the User Management page and conduct a search by user code, first name, or last name.

Procedure

In the User Lookup panel, search for an existing user by filling in one of the two sections.

Option	Description
User Code section	Enter the user name of the user you want to find. If you use this field, your search string must exactly match a user name. Select the Search button. If the user name you entered exactly matches an existing user name, the User Maintenance window opens showing the details of that user.
Search By, Text, Max Hits section	Select User Code, Last Name, or First Name from this list to specify how you want to search for a user. Select Starts With or Equals to specify how to search for the user. Then enter the search string in the adjacent field. Leave the search string blank to search for all users. Select the maximum number of users to return in the search results. The less specific your search, the more results you are likely to need to find a particular user. Select the adjacent Search button. The System User List panel lists the search results.

Option

Description

User Code section

Enter the user name of the user you want to find. If you use this field, your search string must exactly match a user name.
Select the Search button. If the user name you entered exactly matches an existing user name, the User Maintenance window opens showing the details of that user.

Search By, Text, Max Hits section

Select User Code, Last Name, or First Name from this list to specify how you want to search for a user.
Select Starts With or Equals to specify how to search for the user. Then enter the search string in the adjacent field. Leave the search string blank to search for all users.
Select the maximum number of users to return in the search results. The less specific your search, the more results you are likely to need to find a particular user.
Select the adjacent Search button. The System User List panel lists the search results.

Optional: In the System User List panel, select or clear the check boxes adjacent to Filter users by Password Policy.

These filters enable you to quickly locate users who do or do not meet your organization's security requirements.

Exempt User

Include or exclude users who are assigned Exempt Users password policy.

Standard User

Include or exclude users who are assigned Standard Users password policy.

API User

Include or exclude users who are assigned API Users password policy.
In the System User List panel, select a link in the User Code column of the search results to open that user's details in the User Maintenance page.
Examine each of the panels in the User Maintenance page.
Edit the user profile in each of the panels as needed.

Note: When you save changed to a user who is assigned to the Exempt Users password policy, InsuranceNow displays a warning message to remind you that this password policy is not recommended.
Save your changes.