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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Report on Staff Usernames

  • Updated:

This article demonstrates how to use the People Finder report to view the usernames of staff members in your organization. This report is useful for organizations that are migrating to CivicPlus Single Sign-On and will need their staff members to update usernames to email addresses.

 

 

Instructions

  1. Navigate to the Reports tab
    reports tab.
  2. Go to User Reports and select the People Finder Report
    people finder report.
  3. Open the Filters drop-down and select Staff Only
    filters staff only.
  4. Select the Fields drop-down and check the Full Name, Username, Parent Account Name, Email Address, and Phone 1 checkboxes
    fields options.
  5. Click Apply
    apply button.
  6. Any staff members who do not have an email address in the Username column or a number in the Phone 1 column will need to add one before the migration date
    username column.
  7. Click Export Report to download an Excel file of the report
    export button.

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