The following message confirms the account is created.

Once the self registration is completed, the onboarding status of the user in Manage Users/Contacts shows as 'Invitation In Progress'.

Now user can use the above created credentials to login into the system. 

When the user logs in into the system initially, they must complete the User Onboarding process. This is a one-time process and only after completing this, the user will get access to the system.

The welcome page shows as below. Click on 'Get Started'.

Acknowledge and complete Electronic Disclosure.

This completes User Onboarding. Logout and log back in to access the system.

The user will receive the following email after the User Onboarding is completed. By clicking on the link provided in the email, the user can login into the system.

Also, the onboarding status in Manage Users/Contacts shows as 'Invitation Completed' for the user.

After logging in, the user can start using the system features specific to their role. 

Note: If the user is the initial System Administrator for the organization, then the user must also complete Organization Onboarding after this. For more details on this process, please click here.

How to add a non-system user in Manage Users/Contacts?

A non-system user cannot perform any activities in the system, but can act as a contact in the organization. When this user's contact ID is added as support contact in the Organization Management, the information associated with the user (name, phone and email) shows as contact information in system emails that are sent out to the users. To create the Contact ID for this user, you need to first add the user in Manage Users/Contacts.

Click on 'Add New User/Contact' button provided on the top right corner of the Manage Users/Contacts page.

In 'Invite/Edit User' page, enter the required user details (First Name, Last Name, Email ID and Phone). Note: If invalid values are entered in these fields, the corresponding validation messages trigger on the page.

After entering the user details, uncheck 'System User' checkbox and save. There is no need to enter the user roles for non-system users.

Note: You may also enter the roles if needed.

This generates a Contact ID for the user as shown below:

Now, add the above generated Contact ID in 'Support Contact' field in the Organization Management and save. 

This adds the user as support contact in the organization and the name, phone number and email information associated with the user will be shown in emails sent out by the system.

A sample email is given below:

What are Contact Attributes?

Any additional information that you want to save about the user can be added in Contact Attributes.

How do you add Contact Attributes?

When you click on the "Contact Attributes" button, a page will open to add the information. Enter Field Name and Field Value as given below.

Click on "Add Contact Attribute" to add attributes.

Click "OK". When the page navigates to the user page, save the changes.

The information entered here can also be accessed or altered by navigating to the user page via Elastic Search.

Select "Contact Search" as Category and enter user name as the keyword in the "Keywords" field. Click Search. This will show the user details in search results page.

Click on the hyper link showing Contact ID/User Name.

This will present the user details page as shown below. Click on the "Contact Attributes" button on top of the page to open the attribute details.

The saved attribute values display on the page as given below.

Can you invite users with only Authorized Representative role?

Users with only Authorized Representative role cannot be invited through Manage Users/Contacts. When the user details are created with only "Authorized Representative" role and the "Invite" button is clicked on the Invite/Edit User page to send an invite to the user, the following error message will display on the page.

Note: The users with Authorized Representative role can be invited However, they can be invited from Manage Users/Contacts only if they have other Business User role(s) (such as HR Specialist/I-9 Specialist/E-Verify Specialist) also assigned to them. 

In this case, the user invitation will be saved and visible in Manage Users/Contacts but the invitation cannot be sent to the user. When "Invite" option is selected from "Actions" to send an invite to the user, the error will display as follows.