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- Invite
- Resend Registration
- Assign New Role
- Reset Password
- Reset e-PIN
- Account Lock
- Account Unlock
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Another option to access actions for the user is via Elasticsearch Keyword Search Contact Search category. Similar to Manage Users/Contacts, the actions that are presented in Contact Search is dependent on the status of the user's invitation.
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Another way to invite a user is through Elasticsearch Keyword Search "Contact Search" category actions. For more details, please click here.
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Another option to resend user invitation is through Elasticsearch Keyword Search "Contact Search" category actions. For more details, please click here.
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Manage Users/Contacts Page |
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Click on 'Yes' to confirm the action.
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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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The following email will be sent to the user after the password is successfully updated.
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Another option to reset password is through Elasticsearch Keyword Search "Contact Search" category actions. For more details, please click here.
How
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To reset a user's e-PIN, click on 'Actions' and select 'Reset e-PIN'. This option shows up in actions only if e-PIN is enabled in Authentication Preferences.
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to
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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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How to unassign all the roles before locking a user account?
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Manage Users/Contacts Page |
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Click "Yes" on the message to confirm the action.
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After the account is locked, the user will be informed via following email.
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The "Account Locked" status will reflect in the Manage User/Contacts page for the user.
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This can also be seen in on the user profile page for the corresponding user. Click Click on the user name to open the profile page. For the locked accounts, the "Account Locked Out?" field will show as checked.
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When the account is locked, the user will not be able to login into the system. The following message displays when the user tries to login into the system:
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Manage Users/Contacts Page |
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Click "Yes" on the message to confirm the action.
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After the user account is unlocked, the user will receive the following email.
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The user account shows as unlocked on the Manage Users/Contacts page as shown below.
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The account unlocked status will also reflect on the user profile page.
Click on the user name to open the profile page. The "Account Locked Out?" field on the user profile page will show as unchecked.
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Once the user account is unlocked, the user will be able to login into the system.
Another option to lock/unlock the user account is through Elasticsearch Keyword Search "Contact Search" category actions. For more information, please click here.
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