Search for member by email address

Interesting scenario on this one! Correct that you cannot look up a member by their private email for privacy reasons. If the display name was the email, you could, but we generally recommend against that approach for again privacy reasons.

Thinking you have two situations here right? 1) how to look up legacy users that only have a private email associated with their account. 2) how to look up any new users that register for the site.

On those users already migrated, would they not be considered already joined/having an account? Or do you all have some workflow set up that it kicks things in when a "legacy" member comes to the new site? Would your excel list of the legacy users change or is it pretty static?

For newly registered users, I'm thinking an automation could be written to inform a person or set of people when a new user registers for the community. Or in this case search should be more reliant.

Let me know if I'm off base or not following this particular ask. Thanks!

Hi Grant,

Thanks for sinking into this one with me.

Correct, we have two situations:
1. How to look up legacy users who only have private email as identifier.
2. How to look up new users.

The good news is that for our new users (#2), we do require first and last name to create an account. So they are easier to look up using /members or search. So while an automation would be great, it's less of a priority.

For legacy users (#1), I can figure out who they are by downloading lists of Members who JOINED prior to March 14, 2021 (the day before our launch) AND who LOGGED IN after March 15, 2021 (launch day). Once I have those downloaded, with some Excel handiwork, I can get a list of all legacy users. I am doing this just for metrics purposes - to keep tabs on how many legacy users we've pulled over. And I can certainly share that Excel sheet with employees from time to time. I was just curious if there was a sleeker way--somehow find a way that would allow employees to search by email on the community itself, or some automation that would give me a heads up every time we had a log in from someone who joined prior to March 14. It doesn't sound like there is, though?

If not, it's fine...it helps me to ask these kinds of questions anyway, even if they are somewhat out in left field, because even if the answer is "no way to do it" it helps me better understand how the system works and what's possible in other areas. So thanks for helping me think this through.

The Membership panel in administration does support searching for users by email address.  That includes wildcard searches like @verint.com would return all users with @verint.com in their email address.

Thanks  . That would only be available to Admins, though, right? And not just our employees? I guess the real question is: is there a permission that I could provide employees so that they could use the membership panel for that kind of search, without giving them too much access to other parts of the Admin panel?

Access to that panel requires Manage Membership permission.  That would not give them access to all of the Administration panels, but would give them permissions to all the membership management functions, permissions, moderation and probably a few other settings panels.

Access to that panel requires Manage Membership permission.  That would not give them access to all of the Administration panels, but would give them permissions to all the membership management functions, permissions, moderation and probably a few other settings panels.