Content Comparison

Need to Know

Need to Know

• TMC can manually

• create accounts with appropriate permissions

• Client can manually

• create accounts with appropriate permissions

• • Please click link for further information around Partner Dashboard/Console Admin Permissions

• Accounts can be reactivated manually or through a profile upload.  Please click link for further information around Profile Upload

How to Reactivate User Account

The below steps will walk you through reactivating a user account

• Click Users Tab

• Click

• Single User Activation

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Enter search criteria for account

• Select Basic Search or Advanced Search

  • Advanced Search: Allows you further profile fields to search from

• First Name:

• Last Name:

• User Name:

• Email:

• Employee ID:

• Account Type:

  • End User: User profiles

  • Support::User profiles designated as support

• User Status:

  • Show only manually added users

  • Show only inactive users

• Helpful Hint:  You can use one or more of the search fields above. Due to the many ways to spell a first or last name you can actually search for partial names. Few examples below

  • First initial of first name and first initial of last name

  • Partial first name

  • Partial last name as in example in below screenshot. I am searching for the last name Never but searching only by Nev. The system will present any last name starting with Nev.

  • Partial email address

• Show only manually added users:  Narrows search to only manually created users

• Show only inactive Users: Narrows search to only inactive accounts

  • If you know there are fewer than 200 user accounts you can leave all search options blank and click

• • search

Note: In this example we are looking to reactivate a deactivated account, therefore we are searching for only accounts that are not active.

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• Click

• Search

• Select User account/accounts to be reactivated

• Click

• Add to the left of the user account

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• User account will move down to Selected Results

• You can continue to search for further accounts and add to the Selected Results section

• Click

• Continue

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• Password Options: 

  • Have system generate random password:  System will generate an activation email, and will force the client to reset their password upon their initial login

  • Pre-defined password for user:  You can select this option if you would like to define the password for the user.  You will need to provide the password to the user.  

  • Force user to change password on first login: It is recommended to check this box if you are manually setting the password for the user.

Note:  System generated passwords are recommended for security. Unfortunately you may have users that are having difficulties logging in and are becoming frustrated.  Therefore you have the option of Predefining a password. Predefined passwords can also be used when creating test accounts.

• Click

• Activate Now

Account

Status

As you can see the profile is now activated fully: Status and Status in Company