Versions Compared

Version Old Version 5 New Version 6
Changes made by

srigowri.a

srigowri.a

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Resend Welcome information to the proxy user 
  2. Revoke permission of the proxy user to access onboarding 
  3. Account Unlock if the proxy user's account is locked. 


Image Modified



Note: The 'Account Unlock' option is visible only when the proxy user's account is locked.

...

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

Image Modified



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

Image Modified



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

Image Modified



Click Ok on the message to confirm revoke action.

Revoke Confirmation Message

Image Modified



After this, the status becomes Revoked and the proxy user can not access his/her onboarding account.

Proxy Invitations

Image Modified



If the New Hire wants to reinstate proxy user’s account, he/she must send a new invite to the proxy user.

...

After five unsuccessful attempts, the users’ account may get locked and restrict them from accessing their account.

Account lock message

Image Removed

Image Added



The user will be notified about this via email as given below:

Email Notification

Image Removed

Image Added



This status can be seen by the New Hire in the Proxy Invitations page as given below.

Proxy Invitations page

Image Removed

Image Added



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

Image Removed

Image Added



Click OK on the message to confirm account unlock.

Click OK on the message to confirm account unlock

Image Removed

Image Added



Close the confirmation messageThis confirms the user account is unlocked.

Message

Image Removed

Image Added



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

Image Removed

Image Added