How to Search for a Specific User in User Management

This guide helps managers quickly locate and view user details within the User Management module. The User Search feature, located at the header of the Dashboard Application, is the most efficient way to find a specific user.

Using the Search Bar

To search for a user:

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Click the search bar in the header.
Type the user’s name in the input box.
Matching results will appear in both the search result container and the Online Users List.
Click the desired user from the search results.

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The User Drawer will automatically open, displaying the selected user’s information. The Org Chart and Network buttons, previously on the left panel, are now displayed in the header when the drawer is active.

Tip: The Online Users List will also reflect your search results. This allows you to check if the user is online and see their current Monitoring Status.

Using the User Data Menu in Virtual Workspace

If you're in the Virtual Workspace, you can also access a user’s information through the User Data Menu—provided the user is logged in to the desktop app.

To do this:

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Click the kebab menu (⋮) at the top-right corner of the User Box, or right-click anywhere on their displayed screenshot.
Select “Go to User’s Settings.”

This action opens the User Drawer directly from the Virtual Workspace, shown in expanded view. You can minimize the drawer by clicking the Minimize button.

Once inside the drawer, you can:

Edit the first and last name
Update the user's role
Change the user's status
Assign the user to teams

For more info, check out our guides on Filtering Users by Team and Grouping Users by Role or Status.