The following fields can have authorized security lookup.

Save and Invite

There are two ways that a System Administrator can invite a user:

If you saved the invitation without inviting, you can invite the user at a later time.  Navigate to 'Manage Users/Contacts', search for the user you saved, click Actions, then click Invite.

Click on 'Yes' to confirm the action.

This confirms the onboarding invitation is sent to the user.

 The status of the user's invitation changes from "Invitation Created" to "Invitation Launched", and an email is sent to the user to begin their onboarding.

The user will receive the following email for self registration. By clicking on 'Start Onboarding' link the user can register and create their login account.

Enter User ID and Password and click on 'Register Now' to create account login.

The following message confirms the account is created.

Once the self registration is completed, the onboarding status of the user in Manage Users/Contacts shows as 'Invitation In Progress'.

Now user can use the above created credentials to login into the system. 

When the user logs in into the system initially, they must complete the User Onboarding process. This is a one-time process and only after completing this, the user will get access to the system.

Set up the security challenge questions and click on 'Continue'.

The welcome page shows as below. Click on 'Get Started'.

Acknowledge and complete Electronic Disclosure.

This completes User Onboarding. Logout and log back in to access the system.

The user will receive the following email after the User Onboarding is completed. By clicking on the link provided in the email, the user can login into the system.

Also, the onboarding status in Manage Users/Contacts shows as 'Invitation Completed' for the user.

After logging in, the user can start using the system features specific to their role. 

Note: If the user is the initial System Administrator for the organization, then the user must also complete Organization Onboarding after this. For more details on this process, please click here.

How to add a non-system user in Manage Users/Contacts?

A non-system user cannot perform any activities in the system, but can act as a contact in the organization. When this user's contact ID is added as support contact in the Organization Management, the information associated with the user (name, phone and email) shows as contact information in system emails that are sent out to the users. To create the Contact ID for this user, you need to first add the user in Manage Users/Contacts.

Click on 'Add New User/Contact' button provided on the top right corner of the Manage Users/Contacts page.

In 'Invite/Edit User' page, enter the user details, uncheck 'System User' checkbox and save. There is no need to enter the user roles for non-system users.

This generates a Contact ID for the user as shown below:

 Now, add the above generated Contact ID in 'Support Contact' field in the Organization Management and save. 

This adds the user as support contact in the organization and the name, phone number and email information associated with the user will be shown in emails sent out by the system.

Another example of adding non-system user with First Name as 'Human Resource' and Last Name as 'Department' is given below.

The Invite/Edit user page after entering the details looks like below.

After saving, the contact ID gets generated for the user.

Add the above generated Contact ID in 'Support Contact' field in the Organization Management and save. 

Now, the new user is added as support contact in the organization and user details (name, phone number and email) are shown in the system emails.

What are Contact Attributes?

Any additional information that you want to save about the user can be added in Contact Attributes.

How do you add Contact Attributes?

When you click on the "Contact Attributes" button, a page will open to add the information. Enter Field Name and Field Value as given below.

Click on "Add Contact Attribute" to add attributes.

Click "OK". When the page navigates to the user page, save the changes.

The information entered here can also be accessed or altered by navigating to the user page via Elastic Search.

Select "Contact Search" as Category and enter user name as the keyword in the "Keywords" field. Click Search. This will show the user details in search results page.

Click on the hyper link showing Contact ID/User Name.

This will present the user details page as shown below. Click on the "Contact Attributes" button on top of the page to open the attribute details.

The saved attribute values display on the page as given below.

How do users logging in through SSO add new users/contacts?

The users logging in through SSO will have an "Add New User/Contact" option enabled in Manage User Setup page to add contacts. This option supports creating non-system users with contact details (email and Phone number) but no roles and security. It is useful when SSO users need to create non system users to add as support contacts in the organization.

Note that the security options are not displayed on the Invite/Edit User page. Enter user details, keep "System User" option unchecked and click Save.

After save, the Contact ID is generated for the user.

You can also search the contact in Manage Users setup as shown below.

You can use the above generated Contact ID in the Organization Management if you want to add the user as support contact.