- Select your Organisations Name at the top
- Select People
- Use the tools provided to filter the results or look for specific people
| Search Type | Name, Phone Number, Company etc. |
| Search | Input Text field for your search |
| Category | Visitor, Contractor etc., these can be combined |
| Site | Relevant if you have more than one site. These can be combined. |
| Status | Use the funnel to filter Active and Inactive entries |
If you can't immediately find someone you are looking for, they might have been deactivated, use the funnel to look for Inactive entries.
- Select the Funnel
- Tick Inactive
- Select Filter
Example
We are looking for contractors from the company RockSolid. This search will give you a list of every contractor in your system that has the company set to RockSolid.
