Use the provided fields to set search criteria. For faster searches, set multiple search criteria to retrieve a narrowed set of results. When multiple fields are set, the results only include users who match all search criteria. If your search doesn't return the results you seek, use the Back button to return to the Search step and broaden your criteria by entering partial values in name or email fields or setting fields with drop-down lists back to the default values. If a field is set to the default value, the search results are not restricted by that criteria.

If any users should be displayed on the roster or directory, select the appropriate Contact Type(s). The names of users with these Contact Types will appear below the company name if this is a roster, or on the Company Details page if this is a directory. The selection of Contact Types has no effect on the company selection criteria. If a company has no users with the specified Contact Type, the company information is simply displayed without this particular type of contact.