Difference between revisions of "Search Accounts"

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[[File:AccountAdminDashboard-MultipleAccounts.png|right|frame|An Account-level user assigned to multiple accounts]]
[[File:Multiple_Accounts.png|400px|thumb|right|frame|An Account-level user assigned to multiple accounts]]
[[File:SearchSmithAccount.png|right|frame|A shorter account list, after performing a search on "smith"]]
[[File:Accounts_Search.png|400px|thumb|right|frame|A shorter account list, after performing a search on "smith"]]
===Overview===
===Overview===
If you are a user assigned to more than one account, you will see your accounts listed on the left half of the dashboard screen. If the list is long, you can use the search box to find a particular account.<br /><br />
When you first log into the care portal or go to the "Home" tab, you can see all of the accounts you are assigned to.  
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===How to Search for an Account===
===How to Search for an Account===

Latest revision as of 15:18, 28 July 2017

An Account-level user assigned to multiple accounts
A shorter account list, after performing a search on "smith"

Overview

When you first log into the care portal or go to the "Home" tab, you can see all of the accounts you are assigned to.

How to Search for an Account

Type in any part of the Account name, then press the Enter key (or click the Refresh button.) A shorter list of accounts will appear, with only those accounts whose names contain the characters you typed. To display the whole list again, clear the search box, then press the Enter key (or click the Refresh button.)