Search for a User

Overview

Users can find users based on a variety of criteria.

Areas of the Search Bar

 

Search By

These Several criteria are available when searching for users. For more information about the available criteria,

If You Search For Optimiz Returns
Accounting System User Name The user associated with the specified Sun Systems username.
Customer All users with the specified customer attached to their account.
Default Hub All users assigned to the specified hub.
First Name All users with the specified first name.
Last Name All users with the specified last name.
Primary Carrier All users with the specified carrier attached to their account.
Supplier All users with the specified supplier attached to their account.
User Name The user associated with the specified username.

Status

Users can search by status in User Management.

Status Description
Active The user is able to log in.
Inactive The user is no longer able to log in.
Pending The user is pending approval by an admin.

Dock Status

Users can search for shipments based on whether the shipment has been checked in or confirmed. A shipment that is Not Checked In still requires verification with its paperwork to ensure that the documents match the physical characteristics of the freight. A shipment that is Not Confirmed still requires physical verification and barcode placement.

Physical Locations

The Physical Locations dropdown menu lets the user filter searches based on specific hubs. One or more hubs may be selected at a time.

Internal Role and External Role

User searches can be filtered by role. Internal Roles are assigned to ProTrans employees and describe their duties and permissions within Optimiz. External roles are assigned to external users, such as Supplier, Carrier, or Driver. The External Role EDI is assigned to accounts that are used exclusively for EDI transmissions with external sources.

When Should I Search?

Many activities in Optimiz require the user to search before taking action on an item. Build and run a search to find users matching a given set of criteria.

Prerequisites

Before you can search for users, you must:

Process

At least one search criterion or filter must be added. To return the most specific results, complete the steps to add all filters.

To Add a Search By Criterion:

  1. Click the Search By dropdown list.
  2. Click the dropdown list to expand the available search criteria and select a search criterion from the list.
  3. Enter or select the value to search by. Select the matching option from the list, if available.
  4. Click Add if necessary. Some search criteria are automatically added as soon as a valid item is selected from the list.
  5. Repeat steps 2-4 to add any other required criteria to the search.

To Add a Status Filter:

  1. Click the Status dropdown list.
  2. Select one or more statuses to use as a filter.

 

Run the Search

Run the search after the criteria and filters have been added.

To Run the Search:

  1. Click Search.

 





Result

Optimiz finds all matching results and displays them in the data grid.