Business Access
Overview
Use Business Access to view which users currently have access to a selected business.
This page helps you choose a business, search for users, review the user list, and open access management for an individual user when needed.
Quick start
- Select the business you want to review.
- Enter a user name in the search box if you want to narrow the results.
- Click Search or press Enter.
- Review the list of users shown for the selected business.
- Click Manage Access for a user if you want to review or update that user’s access.
Main sections / fields / actions
Search
Use the search box to find users by name.
This is useful when you want to locate a specific person quickly instead of reviewing the full list.
After entering the search text:
- press Enter, or
- click Search
Business
Choose the business whose user access you want to review.
Once a business is selected, the page updates to show the users linked to that business.
User list
The main grid shows the users who currently have access to the selected business.
Typical columns include:
- first name
- last name
- email address
- status
- created date
This helps you review who has access and when their record was created.
Manage Access
Click Manage Access next to a user to open that person’s access settings.
Use this when you want to:
- review the user’s access in more detail
- make access-related changes
- confirm what the user can access for that business
No results message
If no users match the selected business or your search term, the page will show a message to let you know that no users were found.
Common tasks
View users for a business
- Select the business.
- Wait for the user list to load.
- Review the users shown on the page.
Search for a user
- Select the business.
- Enter part or all of the user’s name.
- Click Search or press Enter.
- Review the filtered results.
Open user access management
- Find the user in the list.
- Click Manage Access.
- Review or update the user’s access on the next page.
Tips for using the page
Select the business first
The user list depends on the selected business, so always choose the business before searching.
Use partial names when searching
If you are not sure of the exact spelling, try entering part of the user’s name.
Review status as well as names
A user’s status can help explain whether their access is active or otherwise limited.
Check the created date for context
The created date can help you understand when the user record was added.
Troubleshooting
No users are showing
Make sure you selected a business first.
If a business is selected and the list is still empty, it may mean that no users currently have access to that business.
Search is not finding the user I expected
Check the spelling and try a shorter or broader search term.
If needed, clear the search and review the full user list for the selected business.
The list does not update after selecting a business
Refresh the page and select the business again.
If the issue continues, sign in again and return to the page.
Manage Access is not opening
Try refreshing the page and clicking the link again.
If the problem continues, note the selected business and user, then contact support.
The wrong users are shown
Double-check that the correct business is selected.
If the business is correct and the list still looks wrong, contact support with the details.
FAQ
Q: What is this page used for?
A: It is used to view which users have access to a selected business and open user-specific access management.
Q: Do I need to select a business first?
A: Yes. The user list is based on the selected business.
Q: Can I search for a user by name?
A: Yes. Use the search box to find a user by name.
Q: What information is shown for each user?
A: The page typically shows the user’s first name, last name, email address, status, and created date.
Q: What does Manage Access do?
A: It opens the access management view for the selected user.
Q: Why does the page say no users were found?
A: This usually means either no users are linked to the selected business or your search term did not match any users.
Q: What should I send to support if something is wrong?
A: Provide the selected business, the search term used, the approximate time, and a screenshot of any error or unexpected result.