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The is useful for Help Desk Analyst's who help New Hires with their account login issues. Using Manage Accounts in Elasticsearch, Help Desk Analysts can view New Hire's invitation data and perform account related actions such as re-sending email to login, resetting password/e-PIN, and locking or unlocking account.

Who can access Manage Accounts category in Elasticsearch?

Smart Onboarding users with Help Desk Analyst roletype can access manage Accounts in Elasticsearch.

How do you access Manage Accounts?

Click on the Elasticsearch icon. Enter Manage Accounts in the Category and enter the search keyword. In this case, Account Status "Active" is entered as the search keyword.

If you are not sure about the keywords, please click on the help icon to see the list of options that you can use.

When the Help page opens, click on the "Manage Accounts" link under search categories.

This displays the list of keywords and their description.

After entering the search keyword, click on "Search" button. The search results page displays as below.

Here, the user will be able to view the details of all New Hire's invitations that are in active status and to perform user account login actions on the New Hire invitations.

How do you access invitation details?

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When the account is locked, the New Hire will not be able to login into the system.

To unlock the New Hire's account, access the New Hire's invitation via Manage Accounts and select "Unlock User Account" option in actions.

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Use this option if you have to update the New Hire's preferred or secondary email.

Modify/add the email address details and click "Update". 

Click "Yes" to apply the changes.

This confirms the email address details are updated.

The following is an example of the notification sent to the New Hire with the updates done to the email accounts.