This is helpful for Help Desk Analysts who assist New Hires with account login issues. By using "Manage Accounts" in Keyword Search, Help Desk Analysts can access New Hire invitation data and perform account-related actions, such as re-sending login emails, resetting passwords or e-PINs, and locking or unlocking accounts.

Who can access the "Manage Accounts" category in Keyword Search?

Users with the Help Desk Analyst role in Smart Onboarding have access to the "Manage Accounts" category in Keyword Search.

How do you access Manage Accounts?

Click the Keyword Search icon in the top menu. Select "Manage Accounts" from the Category field and enter your search keyword. In this example, "Active" is used as the search keyword.

After entering the keyword, click the "Search" button. Invitations matching the criteria will be displayed in the search results.

By clicking the three dots next to any specific invitation, you can perform actions for the New Hire.

What are the keywords available for Manage Accounts search?

For help with search keywords in the "Manage Accounts" category, click the "Help" icon located in the search section.

When the Help page opens, select the "Manage Accounts" link in the kleyword search categories.

The list of keywords that can be used for searching within the "Manage Accounts" category will be shown.

How to export the Manage Accounts search results?

If the logged-in user's role (Help Desk Analyst) is configured for data export, an "Download Results" button will appear at the top right of the search results page. By clicking this button, the user can download the data displayed on the search results page as a CSV file to their local computer.

Note that only the top 50 results will be displayed on the search results page and hence the downloaded file is limited to a maximum of 50 rows.

Below is a sample of the downloaded file. The information displayed on the search results page will appear as columns in the file, with the search keyword shown in the top row.

The downloaded CSV file can be opened using any supported application that allows viewing CSV data, such as spreadsheet applications, text editors etc.

When opened in Notepad, the CSV file will display the data in the below format, with headers and values separated by commas.

When the file is imported in Excel, it will appear as shown below, with data organized into columns based on the CSV structure.

If the search yields no results, there will be no data available for export. Clicking the "Download Results" button without any search results will display the following error message.

How to view user invitation details?

To view the details of a user invitation, click the Invitation ID hyperlink for the corresponding invitation. This will allow you to view both the invitation summary & the invitation details.

The summary of the corresponding Invitation ID will be presented. To view the invitation, click the Invitation ID link in the summary page.

What actions can you perform via Manage Accounts search results and how do you perform them?

The available actions in the Manage Accounts search results depend on the status of the invitation. To view the list of actions for each status and the steps to complete them, click here.