A System Administrator can manage user accounts using Manage Users/Contacts.  

Why does a System Administrator need to manage user accounts?

System Administrator need to manage user accounts in order to perform the following actions:

• Invite
• Resend Registration
• Assign New Role
• Reset Password
• Reset e-PIN
• Account Lock
• Account Unlock

How does a System Administrator access the actions for a user?

The System Administrator uses the Manage Users/Contacts page to access the actions for a user. 

To navigate to the 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.

This displays the Manage Users/Contacts page as shown below. For any user, click on the Actions link.  

Another option to access actions for the user is via Elasticsearch Contact Search category search related actions. Similar to Manage Users/Contacts, the actions that are presented in Contact Search is dependent on the status of the user's invitation.

How do you invite a user?

A user can be invited when their invitation is created initially.  Refer to Add New User/Contact page for a description of this process.

If the invitation was created and saved, but not launched, the user can be invited using Actions on the Manage Users/Contacts page.  Click the Actions link, then select Invite from the drop down list. 

An email is sent to the user, inviting them to register and log in.

Another option is through Elasticsearch 'Contact Search' category related actions.

In Elasticsearch, select 'Contact Search' as the Category and enter an appropriate keyword. Here, 'All' is used as the search keyword.

Filter the search results for 'Invitation Created' status. For the selected row, click on actions and select 'Invite'.

Click on 'Yes' to confirm the action.

The following message confirms an email invitation has been sent to the user.

The email invitation looks like below. By clicking on 'Smart Onboarding' link the user can self register and start onboarding process. For more details, please click here.

How do you resend the registration email to a user?

If a user has been invited, but has not responded to their invitation email, the invitation can be re-sent by the System Administrator.  Click the Actions link, then select Resend Registration from the drop down list.  An email is re-sent to the user, inviting them to register and log in.

Another option is to resend invitation through Elasticsearch "Contact Search" category search related actions. Please click here for details.

How do you assign the user a new role?

If you want to assign a new role to a user, you can do this by selecting the Assign New Role action.  Click the Actions link, then select Assign New Role from the drop down list. 

 The Invite/Edit User page is presented, allowing the System Administrator to change/add user's roles, or other information.

 Add roles as required and click on 'Save' button that is present on the bottom of the page.

The newly added roles also show up in Manage Users/Contacts page for the user.

How do you reset a user's password?

If you want to reset a user's password, you can do this by selecting the Reset Password action.  Click the Actions link, then select Reset Password from the drop down list.  An email is sent to the user with instructions for how to reset their password.

Another option to reset password is through Elasticsearch "Contact Search" category search related actions. Please click here for information.

How do you lock/unlock a user's account?

If you want to lock a user's account, you can do this by selecting the Account Lock action.  Click the Actions link, then select Account Lock from the drop down list.  An email is sent to the user letting them know that their account has been locked.  The user cannot log in until the account has been unlocked.

Click Yes on the message to confirm.

The following email is sent to the user to let them know that their account has been locked.

The account locked status can be seen for the user in Manage Users page as shown below.

When you click on the user link, the user page will be displayed as below. For the locked accounts, the "Account Locked Out?" field will be shown as checked as given below.

Another way to lock user account is through Elasticsearch "Contact Search" category search related actions. Please click here for information.

If you want to unlock a user's account, you can do this by selecting the Account Unlock action.  Click the Actions link, then select Account Unlock from the drop down list.  An email is sent to the user letting them know that their account has been unlocked and they can access the system.

Click Yes on the confirmation message.

Given below is the sample email sent to the user.

The user account shows as unlocked on the Manage Users page as shown below.

The account unlocked status can also be checked on the user page. When you click on the user link, the "Account Locked Out?" field on the user page shows as unchecked.

The user account unlock can also be done through Elasticsearch "Contact Search" category search related actions. For information, please click here.