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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?

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Item #FieldsBehavior
1Quick Filter
  • Enter a search string to filter the users on the page
  • Users which have the search string value in any field are shown
2Add New User/Contact
3Rows per page
  • Choices are 10, 25, 50 or 100

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Item #

User Information


4

Name

  • Clicking the link takes you to the invitation page, where you can modify an existing user
5

Role(s)

  • Role or Roles the user has been assigned
6

Email Address

  • User's email address
7

Onboarding Status

  • Invitation Created - the user's invitation has not 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 finished some activities but not finished the complete onboarding
  • Invitation Completed - the user has completed their onboarding
8

System Access

  • Checked means they can perform business activities in the system
  • Unchecked means they are a contact with no access to the system
9Account 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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