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What is Manage Users/Contacts?
The User Console is Manage Users/Contacts is a user console where a System Administrator invites and maintains the Users for your can invite and maintain users for their organization. Users are the members of your the organization that who maintain the system and interact with New Hires. From this From Manage Users/Contacts page, the System Administrator can Administrators can do a variety of things like add new users, modify existing users, ' accounts or reset passwords.
New Hires onboarding process is managed using the Invitation Console, which is used by Business Users.
Who can access the Manage Users/Contacts page?
Users with System Administrators Administrator role are the only users authorized to access the User ConsoleManage Users/Contacts page.
How do you access the Manage Users/Contacts page?
To There are two ways to access the Manage Users/Contacts page, click .
Click on the Menu menu icon and select "Manage Users/Contacts" under from the Users/Contacts section in the left navigation menu, or click on "Manage Users/Contacts" on in the Quick linksLinks bar.
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What
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are the contents of the Manage User/Contacts page?
The Manage Users/Contacts console has page includes a Quick Filter to limit the users shown in the grid. Actions can be performed relating to a user, based for searching specific users and a list of all users in the organization. The actions available for each user depend on their invitation status.
| Manage Users/Contacts Page |
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The tables below explain each of the functions of available on the Manage Users/Contacts console. Use the link in this table to access more information about the subject.
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page.
| Fields | Behavior | 1|
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| Quick Filter |
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| Add New User/Contact |
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| User/Contacts details |
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| Navigating through the User/Contact list |
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Quick Filter
Quick Filter is a way to quickly find a specific user or to get a list of users matching specific criteria.
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Entering the user name or contact ID will present the corresponding user details with that name.
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Entering a user role will present all users/contacts with that specific role.
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Add New User/Contact
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Use this button to invite a new user. Clicking it will open the "Invite/Edit User" page, where you can enter the user
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- Choices are 10, 25, 50 or 100
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User Information
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's details. After entering the information, you can either send the invitation immediately or save the details to send the invitation later.
For more details on adding a new user/contact, please click here.
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Invite/Edit User page:
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User details
The users are listed in grids with the following information.
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Fields | Behavior | |||
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Name |
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| Contact ID |
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Role(s) |
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Email Address |
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| System User |
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Onboarding Status |
| 8 | System Access |
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| 9 | Account Locked |
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| User ID |
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Actions
Different actions are available based on the user's invitation status. For more details on these actions, please click here.
| Anchor | ||||
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| Invitation Status |
| 10|
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Invitation Created |
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Invitation Launched |
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| Invitation In Progress |
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Invitation Completed |
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Navigating through users/contacts list
The list of users/contacts in Manage Users/Contacts are displayed in pages with each page containing 10 rows by default. The rows displaying per page can be altered by selecting a different value in the "Rows per page" drop-down.
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| Rows per page drop-down |
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To navigate through the pages, you can
- use "Previous" and "Next" buttons
- click on the page number (if visible) or select the page in the drop-down and click the "Go" button
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