Employee Search

Admins can use employee search to view and manage employee account details.

To use employee search, your role must include the Can Search Employees permission.

Select an Employee

1. From the CSRconnect Admin Portal, select Admin tools, User Management, Search.

2. Select Search Employees.

3. Enter the employee’s first name, last name, or email address.

4. Select + next to the correct employee.

View Employee Information

After you select an employee, you can view the following information.

• User information: View information about the employee, including email, location, and currency code.

  • From this section, you can impersonate the employee or merge the account.

• Transactions: View a list of the employee’s transactions. You can view transaction details and export receipts.

• Payroll: View the employee’s payroll pledges.

• Volunteer: View the employee’s completed volunteer opportunities. Each participation appears as a separate listing, whether for an event, project, or individual activity.

• Email: View email notifications sent to the employee. You can resend a notification.

  • By default, you can view emails sent within the past 45 days. To view older emails, select Search emails older than 45 days.

• Roles and Permissions: View the employee’s admin roles and permissions, if applicable.

Note: To view Transactions, Payroll, and Email, you must also have the Can View Employee History permission. To view Roles and Permissions, you must also have the Can View Employee History and Can Manage Roles permissions.