Employee search

Admins can use employee search to view and manage details about their employees’ accounts.

From the CSRconnect Admin Portal, select Users, Employee Search.

You must have the Can Search Employees permission enabled for your role. See Roles & permissions.

Select an employee

1. Go to CSRconnect Admin Portal, Users, Employee Search.

2. Select Search Employees.

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

4. Select the + icon to choose the desired employee.

Employee search actions

Once you have selected an employee, you can take the following actions.

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

  • From this section, you can impersonate or merge this account. See Impersonate employee and Merge account.

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

• Payroll: View a list of all payroll pledges for this employee.

• Email: View all email notifications sent to this user. You can resend any email notifications. You can also select Search emails older than 45 days if you want to allow this user to have permission to search emails older than the default 45 days.

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