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System Administrator need to manage user accounts in order to perform the following actions:
How does a System Administrator access the actions for a user?
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If the invitation was created and saved, but not launched, the user can be invited using Actions on the Manage Users/Contacts page. Click the Actions link, then select Invite from the drop down list.
An email is sent to the user, inviting them to register and log in.
Manage Users/Contacts Page |
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Another option is through Elasticsearch 'Contact Search' category related actions.
In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.
Filter the search results for 'Invitation Created' status. For the selected row, click on actions and select 'Invite'.
| Inviting users via Elasticsearch actions | |
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Click on 'Yes' to confirm the action.
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The following message confirms an email invitation has been sent to the user.
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The email invitation looks like below. By clicking on 'Smart Onboarding' link the user can self register and start onboarding process. For more details, please click here.
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If a user has been invited, but has not responded to their invitation email, the invitation can be re-sent by the System Administrator. Click the Actions link, then select Resend Registration from the drop down list. An email is re-sent to the user, inviting them to register and log in.
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Another option is to resend invitation through Elasticsearch "Contact Search" category search related actions. Please click here for details
In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.
Filter the search results for 'Invitation Launched' status. For the selected row, click on actions and select 'Resend Registration'.
| Resend Invitation through Elasticsearch actions |
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If you want to assign a new role to a user, you can do this by selecting the Assign New Role action. Click the Actions link, then select Assign New Role from the drop down list.
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The Invite/Edit User page is presented, allowing the System Administrator to change the /add user's roles, or other information.
| User's roles before adding the new role |
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Add roles as required and click on 'Save' button that is present on the bottom of the page.
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The newly added roles also show up in Manage Users/Contacts page for the user.
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If you want to reset a user's password, you can do this by selecting the Reset Password action. Click the Actions link, then select Reset Password from the drop down list. An email is sent to the user with instructions for how to reset their password.
Manage Users/Contacts Page |
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Another option to reset password is through Elasticsearch "Contact Search" category search related actions. Please click here for information.
In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.
For the selected row, click on actions and select 'Reset Password'.
| Reset password through Elasticsearch actions |
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Click on 'Yes' to confirm the action.
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The following message confirms the password reset link has been mailed to the user.
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The email received by the user looks like below. By clicking on the link, the user can open the page to reset the account password.
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When the Reset password page opens, enter New Password, Confirm Password fields and click on 'Reset Password' button.
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A message displays the password is successfully changed.
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The following email will be sent to the user after the password is successfully updated.
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How do you reset a user's e-PIN?
To reset a user's e-PIN, click on 'Actions' and select 'Reset e-PIN'. This option shows up in actions
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only if e-PIN is enabled in Authentication Preferences.
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Click on 'Yes' to confirm the action.
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The following confirmation message displays on the page.
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The user will receive the following email with a link to the reset e-PIN page.
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When the Reset e-PIN page opens, enter New e-PIN, Confirm e-PIN fields and click on 'Reset e-PIN'.
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The following message confirms the e-PIN is changed successfully.
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If you want to lock a user's account, you can do this by selecting the Account Lock action. Click the Actions link, then select Account Lock from the drop down list. An email is sent to the user letting them know that their account has been locked. The user cannot log in until the account has been unlocked.
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Click Yes on the message to confirm.
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