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Click on 'Yes' to confirm the action.


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The following message confirms an email invitation has been sent to the user.


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The email invitation looks like below. By clicking on 'Smart Onboarding' link the user can self register and start onboarding process. For more details, please click here.


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resend invitation
resend invitation
How do you resend the registration email to a user?

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Another option is to resend invitation through Elasticsearch "Contact Search" category search related actions. Please click here for details 

In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.

Filter the search results for 'Invitation Launched' status. For the selected row, click on actions and select 'Resend Registration'.

Resend Invitation through Elasticsearch actions


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 Add roles as required and click on 'Save' button that is present on the bottom of the page.


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The newly added roles also show up in Manage Users/Contacts page for the user.


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reset password
reset password
How do you reset a user's password?

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Manage Users/Contacts Page

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Another option to reset password is through Elasticsearch "Contact Search" category search related actions. Please click here for information

In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.

For the selected row, click on actions and select 'Reset Password'.

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Reset password through Elasticsearch actions

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Click on 'Yes' to confirm the action.


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The following message confirms the password reset link has been mailed to the user.


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The email received by the user looks like below. By clicking on the link, the user can open the page to reset the account password.


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When the Reset password page opens, enter New Password, Confirm Password fields and click on 'Reset Password' button.


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A message displays the password is successfully changed.


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The following email will be sent to the user after the password is successfully updated.


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lock unlock
lock unlock
How do you lock/unlock a user's account?

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Manage Users/Contacts Page

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Click Yes on the message to confirm.

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