Finding and Selecting People

Many pages within the MatrixOne applications require that you select a user. You may be required to select a user from the type chooser, as when reassigning ownership of an object or assigning a designated user for an object. Other pages allow you to search for people, groups, or roles using the page Actions menu, as when assigning members to a route.

To find and select people

1. Click next to the field on a form page that requires that you select a user.

Or

Click Add People, Add Group, or Add Role from the page Actions menu.

The Search page appears.

2. Depending on where you access search from, you may be presented with a choice to select one of the following from the left side of the Search page: Find Group, Find Role, Find Person.
3. Specify search criteria to limit the number of items included in the search results, or leave the defaults of * to search for all of the type of user selected.

The Search People search criteria includes some or all of the following fields, depending on where you accessed search from:

User Name. If you know the person's User Name as it is defined in the system, type the name or part of a name (using wildcards).

First Name. Type the person's first name or part of a name (using wildcards).

Last Name. Type the person's last name or part of a name (using wildcards).

Organization. Type an Organization name or part of a name (using wildcards). This can be a company, subsidiary, business unit, or department. The search results will include employees of the organization, but not persons who only have role access to the organization.

Vault. You can choose any of the following vault options:

• All--Searches all vaults to which you have access, including local and remote vaults.
• Local--Searches only the local vault.
• Default--Searches only the vault defined as your default vault in your person definition.
• Selected--If multiple vaults are available, you can click to limit the search to specific vault(s). See Selecting a Vault for details.

The Search Roles and Search Groups search criteria include the following:

Name. Type the group or role name or part of a name (using wildcards).

Level. Select Top Level, Sublevels, or both. (This option is not included when selecting a Release Distribution Group. Instead, the Parent is set to Distribution Groups.)

4. When you have entered your search criteria, click Search.

The Search Results page appears, listing the names of all users that match your search criteria. You may also see additional information such as Login Name and Company, depending on where you accessed search from.

5. Click the button to the left of the person, group, or role you want to select.

If selection of multiple people, groups, or roles is allowed, the search results page shows check boxes instead of buttons.

6. Click Done.