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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 icon 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 links Links bar.
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What are the contents of the Manage User/Contacts page?
The Manage Users/Contacts page contains the includes a Quick Filter for searching specific users and the users detailsa list of all users in the organization. The actions that can be performed relating to a user is based on the user 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 consolepage.
| Fields | Behavior | ||
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| Quick Filter |
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| Add New User/Contact |
| Rows per page |
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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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Add New User/Contact
Use this button if you want to invite a new user. Clicking on this button it will open the "Invite/Edit User" page, where you can enter the user's details can be entered. . 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 |
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| Account Locked |
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| User ID |
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Different actions are available based on the user's invitation status. For more details on these actions, please click here.
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| Invitation Status |
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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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- use "Previous" and "Next" buttons
- click on the page number (if visible) or select the page in the drop-down and click on the "Go" button
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