Sending an invitation email in User Administration

After you create and activate a new user account, send an invitation email to the new user. The new user completes their account registration by clicking the link in the invitation email.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Administration > User Administration.
   The User Administration screen appears.

3. In the left menu pane, select Manage Users (  ). This is the default view for the screen.

   Click here for field descriptions.

   

   * Personally identifiable information has been obscured or altered in the above image.

   Fields on the Manage Users view of the User Administration screen

   #	Field	Description	Notes
   1	Search	Type your search criteria in the field. The table automatically updates to meet the search criteria.	Search criteria includes login ID, email address, last name, first name, and middle name.
   2	Filter	Filter the User Accounts list by: Show active and pending users only Show inactive users only Show all users	Default: Show active users only.
   3	User Accounts controls	Add or clone a user account. Add User ()—Create a new user. Clone User ()—Create a new user by making a copy of an existing user.
   4	User Accounts list	Displays all existing user accounts by Login ID and the email address that is associated with the user. Select a user to view details in the tabs.
   5	/  Expand / Collapse	Expand or collapse the User Accounts pane.
   6	Selected account	Displays the Login ID for the selected user account. From the drop-down list, you can select a different user account to view details.
   7	/  Previous / Next	View details for the previous () or next () user account in the list.
   8	Activation status	Activate or deactivate the user. If the user is not active, they cannot log in to the Unifocus software. Not Activated—If the user is not active, the status is Not Activated. To activate the user, select the Activate user button below the status. Activated—If the user is active, the status displays the date that the user was activated. To deactivate the user, select the Deactivate user button below the status. Deactivated—If the user was deactivated, the status displays the date that the user was deactivated. To reactivate the user, select the Activate user button below the status.
   9	Send Invitation Email	Send an invitation email to the email address associated with the user account. The user is invited to register and create a password for their account.
   10	Audit	View a history of changes to the screen.
   11	Import Users	Create multiple users by importing a spreadsheet that contains user information.
   12	Tabs	Navigate the tabs to view or edit details for the selected user. General Property Permissions Group Membership Action & Application Access Data Permissions Authorization Levels Labor Structure Permissions Budget Lines Access Rights	The available tabs depend on which view you are using.

4. From the User Accounts list, select the user that you want to invite.
   Details for the selected employee appear in the right pane with the General tab selected.

   Click here for field descriptions.

   

   Fields on the General tab of User Administration

   Field	Description	Notes
   Login ID	Username that the user will enter to log into the Unifocus software.	Required.
   Email address	Email address to associate with the user.	Required.
   Mobile phone	Contact number for the user's mobile phone.
   Last Name	Last name of the user.
   First Name	First name of the user.
   Middle Name	Middle name or initial of the user.
   Language	Select the user's preferred language.
   Client Level	Select the databases and/or properties that the user can access. For example, if your company owns Brand A and Brand B, you can give the user access to: Brand A only, Brand B only, or both Brands A and B.	Required.
   Can administer users	If enabled, the user has access to managing other users.
   Edit client level access	Opens the Edit user administration permissions dialog box where you can adjust the client levels that the user can access.	This button is available only if Can administer users is ON ().
   Created by	Administrative user who created the selected user account.
   Created on	Date that the user account was created.
   Last login	Date and time when the user last logged into the Unifocus software.

5. Select Send invitation email.

   A welcome email is sent to the email address associated with the user. The email prompts the new user to create a password and log in to their account.

   Note: If you have not already activated the user, sending the invitation email will automatically activate them.