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Manage Users/Contacts Page

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The tables below explain each of the functions of the Manage Users/Contacts console.  Use the link in this table to access more information about the subject.

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Item #

User Information


4

Name

  • Clicking the link takes you to the invitation page, where you can modify an existing user
5

Role(s)

  • Role or Roles the user has been assigned
6

Email Address

  • User's email address
7

Onboarding Status

  • Invitation Created - the user's invitation has not been created, but not launched
  • Invitation Launched - the user's invitation has been launched (email sent to the user) but the user has not completed their onboarding
  • Invitation In Progress - The user has finished some activities but not finished the complete onboarding
  • Invitation Completed - the user has completed their onboarding
8

System Access

  • Checked means they can perform business activities in the system
  • Unchecked means they are a contact with no access to the system
9Account Locked
  • Ckecked Checked means the user account has been locked and the user cannot login
  • Unchecked means the account is not locked

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