Approvers Search

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Purpose

Use this view to search for system users and add them to an approvers list.


Navigation Path

User Management > System Users > Approvers Lists

Open an approvers list and select Add to open the Approvers Search view.


Prerequisites

To search for and select approvers, you need permissions related to:

  • Viewing system users

  • Editing approvers lists

Note

Permission availability depends on your system role.


Search Criteria

You can search for system users using one or more of the following criteria:

Criteria

Description

ID

Engage ID of the system user.

Email address

Email address of the system user. Only the local part (before @) is searched.

First name

First name of the system user.

Last name

Last name of the system user.

System role

System role assigned to the system user.


Actions

Action

Description

Search

Displays system users that match the entered criteria.

Select

Adds the selected system users to the approvers list.

Clear

Clears all entered search criteria.


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