Change status

Open the User page for a specific user, and use the pen button to edit the account status section as shown in this example:

Choose new status and save using the save icon

User status will change automatically depending on user actions, but an administrator (or other account with permissions to edit user information) can always manually change the status if needed:

• New - this status is assigned by default when user gets created until that user signs into the application for the first time.

• On-Boarding - User status will change to on-boarding, as soon as the user signs into the application for the first time. User can choose to complete or skip the on-boarding process completely, thus automatically changing his status to active.

• Active - once on-boarding process is completed / skipped, user status will change to active.

• Disabled - Administrator (or other account with permissions to edit user information) can change users status to disabled, effectively preventing that user from signing into the application.

To complete / cancel updates, use the save / cancel buttons located in the top right corner of that section.