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The following error message displays, if you try to add more than five preparers in Section 1.
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What actions can you perform on the active proxy invitations?
New Hires can perform three actions on an active proxy invitation.
- Resend Welcome information to the proxy user
- Revoke permission of the proxy user to access onboarding
- Account Unlock if the proxy user's account is locked.
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Note: The 'Account Unlock' option is visible only when the proxy user's account is locked.
Resend Welcome
Clicking Resend Welcome information sends an email invitation to the proxy user again to create their User ID and Password.
In the Proxy Invitations page, for the newly invited proxy user click on Actions hyperlink and select Resend Welcome. This will send out a new invitation to the proxy user.
Actions - Resend Welcome |
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Using this email, proxy user can create User ID and Password.
Once the user completes Self Registration, the option to resend invitation ‘Resend Welcome’ will not be available under 'Actions’.
'Resend Welcome' does not appear under 'Actions' after proxy user completes self registration |
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Revoke
Using this action, the New Hire can revoke the proxy user access to their onboarding account.
Click Actions hyperlink and then select Revoke.
Actions - Revoke |
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Click Ok on the message to confirm revoke action.
Revoke Confirmation Message |
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After this, the status becomes Revoked and the proxy user can not access his/her onboarding account.
Proxy Invitations |
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If the New Hire wants to reinstate proxy user’s account, he/she must send a new invite to the proxy user.
Account Unlock
After five unsuccessful attempts, the users’ account may get locked and restrict them from accessing their account.
Account lock message |
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The user will be notified about this via email as given below:
Email Notification |
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This status can be seen by the New Hire in the Proxy Invitations page as given below.
Proxy Invitations page |
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To unlock user’s account, the New Hire must click on Actions hyperlink and select Account Unlock.
Note: The Account Unlock option is available only for the locked user accounts.
Actions - Account Unlock |
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Click OK on the message to confirm account unlock.
Click OK on the message to confirm account unlock |
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Close the confirmation message.
Message |
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After account unlock, the user status shows as active in the Proxy Invitations page as given below.
User account in 'Active' status after account unlock |
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