Search an Account
SigningHub Admin provides comprehensive search facility to search registered accounts. You can either use default searches or use the account email ID to locate accounts. You can even create your own search criteria to locate accounts.
Search the relevant accounts through default search
- Click the "Accounts" option from the left menu.
The "All Accounts" screen will appear. - Click
adjacent to the "All Accounts" label, as shown in the below image.
- Click the desired criteria from the list to view the respective accounts. See the below table for the description of default search options.
Searching Criteria |
|
Search Option |
Description |
All Accounts |
Returns all registered enterprise and individual accounts in your SigningHub deployment. |
Enterprise Accounts |
Returns only registered enterprise accounts in your SigningHub deployment. |
Individual Accounts |
Returns only registered individual accounts in your SigningHub deployment. |
Inactive Accounts |
Returns all inactive accounts in your SigningHub deployment. The accounts that have not been accessed by their owners over a certain period of time. |
Locked Accounts |
Returns all locked accounts in your SigningHub deployment. The accounts that have been auto locked by SigningHub because the users have crossed the defined number (i.e. threshold count) of invalid login attempts. |
Dormant Accounts |
Returns all dormant accounts in your SigningHub deployment. |
User Feedback |
Returns all accounts which have been deleted by the users themselves by using the "Delete My Account" option from SigningHub Desktop Web. |
Search an account through manual search
- Click the "Accounts" option from the left menu.
The "All Accounts" screen will appear. - Specify the account email id in the search field and click
.
Download the records in excel sheet
You can also export the searched records to an excel sheet file (xlsx).
For this:
- Click the "Accounts" option from the left menu.
The "All Accounts" screen will appear. - Search the desired accounts.
- Click
available at the bottom of the Accounts screen.
The excel sheet file is downloaded to your local Downloads folder.
|
In case of specifying multiple search parameters, the search will be carried out by using AND operator(s) among all the parameters. This helps SigningHub to retrieve more targeted results. |
See Also
- Create a New Account
- Manage Signing Certificates
- View an Account Details
- View an Account Activities
- View an Account Payments
- View an Account Alerts
- Delete an Account
- Records Pagination
- Export Accounts as Excel
- Manage your custom search criteria for accounts