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Manage Users/Contacts is a user console where a System Administrator can invite and maintain users for their organization. Users are the members of the organization who maintain the system and interact with New Hires. From Manage Users/Contacts page, System Administrators can do a variety of things like add new users, modify existing users, ' accounts or reset passwords.
Who can access the Manage Users/Contacts page?
Users with System Administrators Administrator role are the only users authorized to access the Manage Users/Contacts page.
How do you access the Manage Users/Contacts page?
To There are two ways to access the Manage Users/Contacts page, click .
Click on the menu icon menu icon and select "Manage Users/Contacts" under from the Users/Contacts section in the left navigation menu, or click on "Manage Users/Contacts" on in the Quick links Links bar.
What are the contents of the Manage User/Contacts page?
The Manage Users/Contacts page contains the includes a Quick Filter for searching specific users and the users detailsa list of all users in the organization. The actions that can be performed related to a user is based on the user available for each user depend on their invitation status.
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The tables below explain each of the functions of available on the Manage Users/Contacts consolepage.
| Fields | Behavior |
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| Quick Filter | - Enter a search string to filter the users on the page
- Users which have the search string value in any field are shown
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| Add New User/Contact | - Click on this button to access 'Invite/Edit User' page to invite a new user
| Rows per page | - Choices are 10, 25, 50 or 100
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| User/Contacts details | - Lists out all the users available in the organization
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| Navigating through the User/Contact list | - Available at the bottom of the page
- One of the following options can be used for page navigation:
- click on the specific page number
- use the "Select a page" dropdown and click "Go"
- use the "Previous" and "Next" buttons.
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Quick Filter
Quick Filter is a way to quickly find a specific user or to get a list of users matching specific criteria.
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Add New User/Contact
Use this button if you want to invite a new user. Clicking on this button it will open the "Invite/Edit User" page, where you can enter the user's details can be entered. . After entering the information, you can either send the invitation immediately or save the details to send the invitation later.
For more details on adding a new user/contact, please click here.
Invite/Edit User page:
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User details
The users are listed in grids with the following information.
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Fields | Behavior |
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Name | - Clicking the link takes you to the invitation Invite/Edit User page, where you can modify an existing the details of the specific user
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| Contact ID | - Unique ID generated for each user
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Role(s) | - Role or Roles the user has been assigned for each product
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Email Address | |
| System User | - If checked, the user can perform business activities in the system
- If unchecked, the user is just a contact with no access to the system
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Onboarding Status | - Invitation Created - the user's invitation has been created, but not launched
- Invitation Launched - the user's invitation has been launched (email sent to the user) but the user has not completed their onboarding
- Invitation In Progress - The user has completed few activities but not finished their onboarding
- Invitation Completed - the user has completed their onboarding
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| Account Locked | - Checked means the user account has been locked and the user cannot login
- Unchecked means the account is not locked
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| User ID | - User ID created by the user during self registration
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Different actions are available based on the user's invitation status. For more details on these actions, please click here.
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| Invitation Status | |
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Invitation Created | - Invite - Launch the onboarding user's invitation
- Assign New Role - Add, change, or remove a Role role for the user
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Invitation Launched | - Resend Registration - Resend an invitation to the user
- The Re-launched email is sent if the user has not completed their self registration. After re-launch the link from the previous invitation email is no longer valid.
- The Resend email is sent if the user has completed their self registration.
- Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- Assign New Role - Add, change, or remove a Role role for the user
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| Invitation In Progress | - Reset Password - Sends a reset Password email to the user. The user can follow the instructions in the email to set a new password.
- Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- Account Lock/Unlock - Locks or Unlocks the user's account. The user cannot log in if their account is locked.
- Assign New Role - Add, change, or remove a Role role for the user
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Invitation Completed | - Reset Password - Sends a reset Password email to the user. The user can follow the instructions in the email to set a new password.
- Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- Account Lock/Unlock - Locks or Unlocks the user's account. The user cannot log in if their account is locked.
- Assign New Role - Add, change, or remove a Role role for the user
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Navigating through users/contacts list
The list of users/contacts in Manage Users/Contacts are displayed in pages with each page containing 10 rows by default. The rows displaying per page can be altered by selecting a different value in the "Rows per page" drop-down.
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- use "Previous" and "Next" buttons
- click on the page number (if visible) or select the page in the drop-down and click on the "Go" button
