Searching for Filer Accounts
To maintain a Filer account, the Security Administrator can search the system for a specific individual Filer from the Search for Person screen. The Security Administrator can access the Search for Person screen from the Maintain Accounts tab in Account Administration.
Search for Person
- Enter criteria to search for a specific Filer.
- Click the Search button.
Search Results - User ID
Click on a User ID to access account information for a specific user. Selecting the User ID allows you to perform the following actions:
- Change the account status to Active or Inactive.
- Change a user's filing rights.
- Reset passwords.
(See the Maintaining Filer Accounts page for more information.)
Search Results - Last Name
Click on a Last Name to change account information (such as email or phone) for a specific user.
(See the Maintaining Filer Accounts page for more information.)
