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  • Last 5 Logins
  • Roles
  • User Onboarding Status
  • Account Status

Below is an example of a User Insight page.

User Insight Page
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Graphs

Hovering over any segment in any graph shows the associated sub-category name and the total number of items in that sub-category.  
User Insight Page
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Clicking on a segment presents a popup with the details related to that segment.

User Insight Page
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Click on an I-9 IDa Contact ID.

User Insight Page
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Clicking on an I-9 ID presents I-9 Summary a Contact ID presents the Invite/Edit User page for the associated I-9 Contact ID.

I-9Summary
Invite/Edit User Page
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Clicking on the I-9 ID again takes you to the E-Verify activity for that I-9 ID.

I-9 Summary Page

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The E-Verify activity is presented.  Information on the invitation can be changed if the invitation status allows.

E-Verify Activity

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In this example, the invitation information can be changed and saved, if desired.

Hovering and clicking are available on any of the segments of any of the graphs.

Document Substate

Roles Chart

The Document Substate Roles chart shows counts of the number of I-9 IDs in each substate Users with each role in the system.

Document Substate Chart
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  If a User has multiple roles, they are included in the counts for all of their roles.

Roles Chart

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Clicking on a Document Substate Role presents a popup with the I-9 IDs that are in that substateUsers/Contacts that have that role.  

Document Substate
Roles Chart
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Clicking on an I-9 ID presents I-9 Summary Clickng on a Contact ID presents the Invite/Edit User page for the associated I-9 Contact ID.

I-9Summary Page
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Roles Chart

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Clicking on the I-9 ID again takes you to the E-Verify activity for that I-9 ID.

I-9 Summary Page
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Invite/Edit User Page

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 The

E-Verify activity is presented.  Information on In this example, the invitation information can be changed if the invitation status allows.

E-Verify Activity

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 and saved, if desired.