What is Manage Users/Contacts?

The User Console is where a System Administrator invites and maintains the Users for your organization. Users are members of your organization that maintain the system and interact with New Hires. From this page, the System Administrator can do a variety of things like add new users, modify existing users, or reset passwords.

New Hires onboarding process is managed using the Invitation Console, which is used by Business Users.

Who can access Manage Users/Contacts?

System Administrators are the only users authorized to access the User Console.

How do you access Manage Users/Contacts page?

To access Manage Users/Contacts page, click on the menu icon and select "Manage Users/Contacts" under Users/Contacts or click on "Manage Users/Contacts" on the Quick links bar.

What are the contents of Manage User/Contacts page?

The Manage Users/Contacts page contains the Quick Filter and the users details. The actions that can be performed relating to a user is based on the user invitation status.

Manage Users/Contacts Page

The tables below explain each of the functions of the Manage Users/Contacts console.

Fields	Behavior
Quick Filter	Enter a search string to filter the users on the page Users which have the search string value in any field are shown
Add New User/Contact	Click on this button to access 'Invite/Edit User' page to invite a new user
Rows per page	Choices are 10, 25, 50 or 100

Quick Filter

Quick Filter is a way to quickly find a specific user or to get a list of users matching specific criteria.

Entering the user name or contact ID will present the corresponding user details with that name.

Entering a user role will present all users/contacts with that specific role.

Add New User/Contact

Use this button if you want to invite a new user. Clicking on this button will open the "Invite/Edit User" page where the user details can be entered.

For more details on adding a new user/contact, please click here.

Invite/Edit User page:

User details

The users are listed in grids with the following information.

Fields	Behavior
Name	Clicking the link takes you to the invitation page, where you can modify an existing user
Contact ID	Unique ID generated for each user
Role(s)	Role or Roles the user has been assigned for each product
Email Address	User's email address
System User	If checked, the user can perform business activities in the system If unchecked, the user is just a contact with no access to the system
Onboarding Status	Invitation Created - the user's invitation has 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
Account Locked	Checked means the user account has been locked and the user cannot login Unchecked means the account is not locked
User ID	User ID created by the user during self registration

Actions

Different actions are available based on the invitation status. For more details on these actions, please click here.

Invitation Status	Actions available
Invitation Created	Invite - Launch the onboarding invitation Assign New Role - Add, change, or remove a Role for the user
Invitation Launched	Resend Registration - Resend an invitation to the user The Re-launched email is sent if the user has not completed their self registration. After re-launch the link from the previous invitation email is no longer valid. The Resend email is sent if the user has completed their self registration. Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.) Assign New Role - Add, change, or remove a Role for the user
Invitation In Progress	Reset Password - Sends a reset Password email to the user. The user can follow the instructions in the email to set a new password. Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.) Account Lock/Unlock - Locks or Unlocks the user's account. The user cannot log in if their account is locked. Assign New Role - Add, change, or remove a Role for the user
Invitation Completed	Reset Password - Sends a reset Password email to the user. The user can follow the instructions in the email to set a new password. Reset e-PIN - Sends a reset e-PIN email to the user. The user can follow the instructions in the email to set a new e-PIN. (This option shows up in actions only if e-PIN is enabled in Authentication Preferences.) Account Lock/Unlock - Locks or Unlocks the user's account. The user cannot log in if their account is locked. Assign New Role - Add, change, or remove a Role for the user

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 "Rows per page" drop-down.

Rows per page drop-down

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 on "Go"