Finding accounts

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.

Customer service can easily switch between identity stores with the identity store drop-down:

Account listing with identity store selection

Account listing with identity store selection

Search

Customer service can access search options by clicking 'search' icon on the left:

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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.

Account search panel

Account search panel

Field pins

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.

Account listing with search fields pinned to the top

Account listing with search fields pinned to the top

Search options

The search panel provides a variety of search options so customer service can make the most of the information they have at hand.

Customer service can run specific searches if they have multiple parameters at hand. Search option fields combined narrow search results:

Combined search options

Combined search options

Account search supports search by identifiers, personal information (attributes), account status, group, or organizational membership.

Account identifiers

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.

Search fieldDescription
Login identifierAccounts can be searched by username or email identifiers. Either identifier can be used in this field.
ID fieldAccounts 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".

Account attributes

Default attribute search fields

There are a few common attributes included in the account search menu by default.

Search fieldDescription
Email addressAccounts can be searched by the attribute mapped to the Email native claim. By default, this is “Email address”.
⚠️The email address attribute is not the same as the email login identifier.
Given nameAccounts can be searched by a user's given name.
Family nameAccounts 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.

Custom attribute search fields

Custom attribute search fields

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String attributes, select attributes, and phone attributes can all be configured as indexed attribute fields.

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You can only include 5 custom search fields per identity store.

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Indexing settings can't be edited after the attribute is saved to the identity store.

Account status

Accounts can be filtered by their status:

Search results by 'Disabled' account status

Search results by 'Disabled' account status

Group

Accounts can be filtered by group memberships:

Search results by group

Search results by group

Filter by last login

Accounts can be filtered by the last time a a user has logged in. Default filters range from the last 1 hour to the past 30 days:

  • Last 1 hour
  • Last 6 hours
  • Last 24 hours
  • Last 7 days
  • Last 30 days

You can also apply a custom date range by selecting 'Custom' from the dropdown. You can also filter for accounts that never logged in before by selecting 'Never'.

Search results by the date of last login (1 hour)

Search results by the date of last login (1 hour)

Filter by date of account creation

Accounts can be filtered by the date they were created.

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Account creation

Accounts are created in the identity store once a user enters and submits an identifier during the registration process. The account is still created even if the user doesn't log into their account or complete any further requirements that might apply, such as account activation or MFA enrollment.

Default filters range from the last 1 hour to the past 30 days:

  • Last 1 hour
  • Last 6 hours
  • Last 24 hours
  • Last 7 days
  • Last 30 days

You can also apply a custom date range by selecting 'Custom' from the dropdown.

Search results by the date of account creation (last hour)

Search results by the date of account creation (last hour)

Organization

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:

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Non-organizational users

Filtering for non-organizational users is not available in the organization search field.

Search results by organization

Search results by organization