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Invitation Status
  • Actions available

Invitation Created

  • Invite - Launch the onboarding invitation
  • Assign New Role - Add, change, or remove a Role for the user

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 After re-launch the link from the previous invitation email is no longer valid.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

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

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



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.





Rows per page drop-down



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"