Messaging Knowledge Base

You can find a user by using one of the following methods:

• The User Search feature available from the CloudPortal Services Manager (CPSM) home page located under User Management
• The search features available from the Users page

To search for users from the CPSM home page, follow these steps:

1. From the CPSM menu bar, click Home and expand User Management.
2. Select a filter of Name, UPN, or Email.
3. In User Search, type a user’s name, e-mail address, or User Principal Name (UPN) and click Search.

You can use the percent (%) character as a leading wildcard to perform partial searches. For example, type %cds to find all users with “CDS” as part of the username.

Search for Users from the CPSM Users Page

1. From the CPSM menu bar, click Users. The Users page appears, listing all the users in agency.
2. Select a user from the list or use the following criteria to search for users:
   1. Under Filter Fields, select a search criteria item from the drop-down list and then click the letter with which the criteria item begins. For example, select User ID and then click F to find all users with user IDs beginning with F.
   2. Under Advanced Search, enter any of the following information:
      1. In User ID, UPN, First Name, Surname, or Email, type at least one letter in any of these fields to find users whose information begins with the letter or letters.
      2. In Role, select a security role from the drop-down list. For example, select User Administrator to find users assigned the User Administrator role.
      3. Under User Types, select Standard to find a customer's user. Select Template to find any user templates in CPSM. Typically, a template user is the defined user template you can download for creating multiple ssers with bulk user import.
   3. Under Service Filter, enter any of the following information:
      1. In Service, select an installed service from the drop-down list.
      2. In Access Level, if available, select a service access level security group.
      3. In Status, select the status of the service associated with the users.
   4. Under Account Status, select Yes for each status option to find users according to the associated account status. Select No to find users with accounts that are not locked, disabled, or expired. Select Ignore to remove the account status option from consideration in searching.
   5. Under Password Status, select Yes for each status option to find users according to the associated password expiration status. Select No to find users whose passwords are not expired or are not set to Never Expire. Select Ignore to remove the password status option from considering in searching.
   6. Under Additional Options, find users according to custom fields, location, or department specified in the user properties.
3. Click Search.