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Use this option action to lock or unlock a user's account.
Requirements:
- The New Hire's invitation must have been be launched.
- The current logged-in user must have the Help Desk Analyst role (for Smart Onboarding) or the I-9 Help Desk role (for Smart I-9).
How to lock/unlock
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an user's account?
The Help Desk Analysts can use the following ways to lock /or unlock a user's account.
- Help Desk Console → Info and Actions
- Elasticsearch → Manage Accounts actions
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user’s account using the following methods:
- Help Desk Console: Navigate to Help Desk Console → Info and Actions → Actions → Account Lock.
- Keyword Search: Use Keyword Search and select actions under the "Manage Accounts" category.
Help Desk Console
Click the Menu icon and then menu icon in the top left corner of the page and select "Help Desk Console" under the Consoles section, or click the "Help Desk Console" link on the in the Quick links Links bar below the homepage image.
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Select an invitation that has been launched. Click Info and Actionswith a status of Launched, In Progress, or Completed, then click the "Info and Actions" link for the selected invitation.
| Help Desk Console Page |
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Under the Actions tab, select "Account Lock".
| Help Desk Console Actions |
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Click on OK to confirm"OK" on the confirmation message.
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After confirmation, a message shows that the user's account has been locked. Click Close.
| Locked Successfully Message Box |
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The following email is sent to the user stating they will not be able to login into the system.
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notifies the user that their account has been locked.
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To unlock
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a user's account,
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select "Account Unlock
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" under the "Actions" tab in the Info and Actions section.
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Click OK to confirm unlock action.
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This option is only available for users with locked accounts.
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Click "OK" on the confirmation message.
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The following message confirms that the user's account has been unlocked.
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| Message Box |
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The following email
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will be sent to the user after the account is unlocked
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, notifying them that they can now access the system.
| Email Notification |
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Using
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Keyword Search actions
Using Manage Accounts in Elasticsearch, Help Desk Analysts can lock/unlock New Hire's account.
Click on the Elasticsearch icon, select Manage Accounts in the Category and enter the search keyword. You can use any of the Manage Accounts related search keyword options such as the employee's Invitation ID, Name, Email, Phone, Account Status, Product, Company, Business Unit etc. In this case, "Active" is used as the search keyword.
In the search results, click on "..." for any invitation and select "Lock User Account".
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Click on "OK" to confirm the action.
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The following message confirms the user account has been locked.
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The following email is sent to the user confirming the account has been locked.
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To unlock the account, click on "..." and select "Unlock User Account" for the invitation.
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Click on "OK" to confirm the unlock action.
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The following message confirms the user account has been unlocked.
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The following email is sent to the user confirming the account has been unlocked.
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These actions can also be performed through keyword search using the "Manage Accounts" category. For more details, please click here.