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What is Manage Users/Contacts?

The User Console is Manage Users/Contacts is a user console where a System Administrator invites and maintains the Users for your  can invite and maintain users for their organization.  Users are the members of your the organization that who maintain the system and interact with New Hires. From this From Manage Users/Contacts page, the System Administrator can Administrators 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 page?

System Administrators are the only users authorized to access the User ConsoleManage Users/Contacts page. 

How do you access Manage Users/Contacts page?

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The Manage Users/Contacts page contains the Quick Filter and the users details. The actions that can be performed relating related to a user is based on the user invitation status. 

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Fields

Behavior

Name

  • Clicking the link takes you to the invitation page, where you can modify an existing user
Contact ID
  • Unique ID generated for each user

Role(s)

  • Role or Roles the user has been assigned for each product

Email Address

  • User's 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

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 completed few activities but not finished the complete their onboarding
  • Invitation Completed - the user has completed their onboarding
Account Locked
  • Checked means the user account has been locked and the user cannot login
  • Unchecked means the account is not locked
User ID
  • User ID created by the user during self registration

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