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Adding Members to a project search functionality

Adding Members to a project search functionality

When adding members to a project I can only search by character strings within users emails. For example when adding user "John Smith [email protected]" I can search for johns or just John, but not Smith. It would be extremely beneficial to be able to search for first or last names and not just the characters in the email. Another example of the current system being difficult to use is when we have many 'John's in the company, it would be much easier to search by last name but since the email does not contain the last name I cannot narrow down the search easily.

6 Comments
jpmcclave-vha
Explorer

When adding members, the search currently appears to work by email address only, rather than recognising names.
In BIM360, typing a person’s name would return results, but in ACC this doesn’t seem to work (e.g. typing “Name” returns no results unless the email is known). This makes adding users more difficult, particularly for larger teams.
Is this expected behaviour, or is there a way to enable name-based searching?

richard_lee37PCE
Observer

Recommend allowing project admins to add members by name, in addition to emails.  Our users do not remember the different email formats of each company. As our projects grow in complexity with stake holder management, I would find it more efficient if I could search by name instead of having to look up a member's email.

buildintel
Advocate

@richard_lee37PCE 
While the standard UI is locked to email, the API actually maintains a full directory of Names vs. Emails at the Hub level. We’ve solved this by building a custom 'Onboarding Portal' that uses a type-ahead search for Names. It pulls the user from the Hub directory and maps it to the project invite automatically. No email lookups required.
Kind regards
BI

bwuEZX2V
Participant

Can you make it search against initials as well?

 

My company uses first initial+last name for email, so it would be useful to be able to type the initials and have it either come up by name or email. This would be useful for users who have not yet logged in and have not set their names up yet.

buildintel
Advocate

@bwuEZX2V 
Affirmative. I see no blockers for such a customisation

Kind regards
BI

jmannLP95R
Enthusiast

Why not have the entire member directory available in the add members window and just select them? Hoping that is the next direction.

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