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.

To view employee search, you must have the Can Search Employees permission enabled for your role. See Manage roles.

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.

View employee information

After you have selected an employee, you can view information about that employee.

• 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.

• Volunteer: View a list of all completed volunteer opportunities. There is a separate listing for each participation with the same opportunity (event, project, or individual activity).

• Email: View all email notifications sent to this user. You can resend any email notifications.

  • 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 this 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.