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To access Manage Users/Contacts page, click on the Menu icon menu icon and select "Manage Users/Contacts" under Users/Contacts or click on "Manage Users/Contacts" on the Quick links bar.
What
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are the contents of Manage User/Contacts page?
The Manage Users/Contacts console has a page contains the Quick Filter to limit and the users shown in the grid. Actions details. The actions that can be performed relating to a user , is based on their the user invitation status.
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The tables below explain each of the functions of the Manage Users/Contacts console. Use the link in this table to access more information about the subject.
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| 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
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| 2 | Add New User/Contact | - Click on this button to access the Add New User/Contact 'Invite/Edit User' page to invite a new user
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| 3 | Rows per page | - Choices are 10, 25, 50 or 100
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Item # | User Information | 4
Quick Filter
Quick Filter is a way to quickly find a specific user or to get a list of users matching specific criteria.
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Entering the user name or contact ID will present the corresponding user details.
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Entering a user role will present all users/contacts with that specific user role.
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Add New User/Contact
Use this button if you want to invite a new user. Clicking on this button will open the "Invite/Edit User" page where the user details can be entered.
For more details on adding a new user/contact, please click here.
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Invite/Edit User page:
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User details
The users are listed in grids with the following information.
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Fields | Behavior |
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Name | - Clicking the link takes you to the invitation page, where you can modify an existing user
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| 5Contact ID | - Unique ID generated for each user
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Role(s) | - Role or Roles the user has been assigned for each product
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| 6 | Email Address | 7 |
| System User | - If checked, the user can perform business activities in the system
- If unchecked, the user is just a contact with no access to the system
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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
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| 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
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| 9 | Account 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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| User ID | - User ID created by the user during self registration
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Actions
Different actions are available based on the invitation status. For more details on these actions, please click here.
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| 10 | Invitation Created | - Invite - Launch the onboarding invitation
- Assign New Role - Add, change, or remove a Role for the user
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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.
- 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. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- Assign New Role - Add, change, or remove a Role for the user
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| 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. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- 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
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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. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.)
- 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
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Navigating through users/contacts list
The list of users/contacts in Manage Users/Contacts are displayed in pages with each page containing 10 rows by default. The rows displaying per page can be altered by selecting a different value in "Rows per page" drop-down.
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| Rows per page drop-down |
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To navigate through the pages, you can
- use "Previous" and "Next" buttons
- click on the page number (if visible) or select the page in the drop-down and click on "Go"
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