This page shows you how to find a customer's profile as quickly as possible.
Navigating identity stores
Account search allows your customer service personnel to browse for accounts within identity stores. They can filter by specific parameters to find the account they’re looking for in no time.
The search panel provides a variety of search options so customer service can make the most of the information they have at hand. Account search supports search by identifiers, personal information (attributes), account status, group, or organizational membership. These approaches can also be combined to narrow the results.
Customer service can easily switch between identity stores with the identity store drop-down:
Search options can be displayed by clicking 'Seach' on the left:
New feature tooltip
In-product notes pop up occasionally in the Admin Console to draw your admins' attention to new features. The New feature tooltip will appear when the user comes across the feature for the first time. It will disappear if the user clicks “Got it”. If not, the tooltip will resurface on the page until it’s acknowledged.
Customer service can pin search fields they commonly use to the top of the tab. This way, they don't need to open the search panel every time they want to look up something.
Pinned fields stay in place even after leaving the page, so your brand admins will return to the same layout the next time.
Search by both username or email address account identifiers in the Login Identifier field. You can also look an account up by its ID in the ID field.
|Login identifier||Accounts can be searched by username or email identifiers. Either identifier can be used in this field.|
|ID field||Accounts can be searched by their unique account ID. The database keeps records of an account under this ID. You can find this unique ID in the account's download information at "account" >"id".|
Default attribute search fields
There are a few common attributes included in the account search menu by default.
|Email address||Accounts can be searched by an email address that's provided as profile information. ⚠️The email address attribute is not the same as the email login identifier.|
|Given name||Accounts can be searched by a user's given name.|
|Family name||Accounts can be searched by a user's family name.|
Custom attribute search fields
You can add further fields to the search menu by creating indexed attributes in an identity store.
String attributes, select attributes, and phone attributes can all be configured as indexed attribute fields.
You can only include 5 custom search fields per identity store.
Indexing settings can't be edited after the attribute is saved to the identity store.
Accounts can be filtered by their status:
Accounts can be filtered by group memberships:
Identity stores support organizations that segment specific populations of users within an identity store. Accounts can be filtered based on the organization they belong to:
Filtering for non-organizational users is not available in the organization search field.
Updated 19 days ago