How do I approve a user that completed the web account self-creation ?

 

How to approve a user for access to the site after the user has completed the self-signup for online.

You must be a SuperAdmin or an Admin with the Users Area role to approve a user for site access.

Click the user's name to view their details.

  1. Select a letter to view all usernames starting with that letter.
  2. The Unapproved Users link may be used to view all unapproved users.

Configure the Contact ID (does not apply to all systems)

NOTE:  Contact ID is not applicable to all systems.  If it is disabled in your system, continue past this step...

  1. Start with the "User Info" tab.
  2. Enter a valid P21 Contact ID, or leave the field empty (if your system does not require contacts).
  3. The search link can be used to search for a contact ID in P21.  (This is a real-time search and requires that P21 be online).

Verify that the other information on the User Info tab is completed as necessary.

Edit the customer code

  1. Select the "Company Info" tab.
  2. Change the Default Customer Code field to be the desired Customer Code for this use.  *NOTE:  The Customer Code MUST be associated with the Contact ID entered in the previous step.  If they are not, you will receive an error that the Contact ID is not valid for the chosen Customer Code.

NOTE: If you do not know the Customer Code, click on the "Search" link to the right of the Customer Code entry field.  Upon click, a pop-up will appear to allow for you to search through Customer Codes.

Set the Security settings for the user

  1. Select the "Security & Access" tab.
  2. Check the "Login Enabled" box to allow the user to log in to the website.
  3. Select the option to send a notification email to the user or not.  When set to Send 'Approved' Email, the user will be sent an email notifying them that their web account has been created and that they may now log in.
  4. Check or remove the access boxes as required for this user.
  5. Save the changes to the user.