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nameReactivate User Account_08AUG23.pdf

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Overview

User profiles can be reactivated through the Deem Partner Dashboard with appropriate permissions.

Table of Contents
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Need to Know

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Need to Know

  • TMC and client can reactivate accounts with appropriate permissions

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Client can reactivate accounts with appropriate permissions

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Reactivate User Account

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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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  1. From the Partner Dashboard home page, select Settings in the Edit Site column for the site that needs updating.

  2. Select the Users tab then Single User Activation.

  3. Enter search criteria to find the account you want to reactivate. You can search by partial information. For example, if you were looking for the last name of Never, enter Nev. Deem conducts a similar name search for all fields.

  4. Search for the user or users you need to reactivate. You can search by partial information. For example, if you were looking for the last name of Never, enter Nev. Deem conducts a similar name search for all fields.

  5. Select the Show only inactive users option to filter results to display only inactive users.

  6. Select the Add button in the list of results to move the name to the Selected Results list.

    Image Added
  7. Once all users that you want to reactivate are in the Selected Results list, select Continue.

    • 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

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    • predefining a password. Predefined passwords can also be used when creating test accounts.

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  1. Select Activate Now.

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Account Status

  1. Image Added

The profile is now activated

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for both Status and Status in Company.

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