...
The User Console is where a System Administrator invites and maintains the Users for your organization. Users are members of your organization that maintain the system and interact with New Hires. From this page, the System Administrator can do a variety of things like add new users, modify existing users, or reset passwords.
New Hires onboarding process is managed using the Invitation Console, which is used by Business Users.
Who can access Manage Users/Contacts?
...
To access Manage Users/Contacts page, click on the Menu icon and select "Manage Users/Contacts" under Users/Contacts or click on "Manage Users/Contacts" on the Quick links bar.
|
|---|
 Image Modified
|
|
|---|
What can a System Administrator do with Manage User/Contacts?
...
| Item # | Fields | Behavior |
|---|
| 1 | 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
|
| 2 | Add New User/Contact | |
| 3 | Rows per page | - Choices are 10, 25, 50 or 100
|
...
| Item # | Invitation Status | |
|---|
| 10 | Invitation Created | - Invite - Launch the onboarding invitation
- Assign New Role - Add, change, or remove a Role for the user
|
| 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 After re-launch the link from the previous invitation email is no longer valid.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.
- Assign New Role - Add, change, or remove a Role for the user
|
| 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.
- 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 for the user
|
| 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.
- 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 for the user
|