What is Manage
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Users/Contacts?
The User Console is where a System Administrator invites and maintains the Users for your organization. Users are members of your organization that maintain the system and interact with New Hires. From this page, the System Administrator 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
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Users/Contacts?
System Administrators are the only users authorized to access the User Console.
How do you access Manage Users/Contacts page?
To access Manage Users/Contacts page, click on the Menu icon and select "Manage Users/Contacts" under Users/Contacts or click on "Manage Users/Contacts" on the Quick links bar.
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What can a System Administrator do with Manage User/Contacts?
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| Manage Users/Contacts Page |
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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.
| Item # | Fields | Behavior |
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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 | |
| 3 | Rows per page | - Choices are 10, 25, 50 or 100
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| Item # | User Information |
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| 4 | Name | - Clicking the link takes you to the invitation page, where you can modify an existing user
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| 5 | Role(s) | - Role or Roles the user has been assigned
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| 6 | Email Address | |
| 7 | 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 | - Ckecked Checked means the user account has been locked and the user cannot login
- Unchecked means the account is not locked
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| Item # | Invitation Status | |
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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.
- 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.
- 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.
- 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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