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For more details on adding a new user/contact, please click here.
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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| Contact 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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Email Address | |
| 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 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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| 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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