Approving or Rejecting Users 

Use

If you have configured user management to use companies, users can register themselves at logon. If they specify a company in their registration request, their request must be approved or rejected by a user administrator. For more information, see Companies and Self-Registration with Approval. This section explains how administrators can approve or reject a user’s registration request.

Prerequisites

●      You have configured self-registration.

More Information: Configuring Self-Registration

●      You have configured companies.

More Information: Configuring Companies

Procedure

To approve users that have registered themselves:

...

       1.      Select a company.

Only overall user administrators can choose all companies. Company administrators can only approve users in their own company.

                            a.      Choose Change Company Selection.

                            b.      In the list, select the company for which you want to find unapproved users or choose - ALL - if you want to find unapproved users for all companies.

                            c.      Choose Save Company Selection.

       2.      Search for unapproved users.

                            a.      Select User as the type of object you want to search for and choose Advanced Search.

                            b.      On the General Information tab, select Unapproved Users.

                            c.      Choose Search.

A list of unapproved users appears.

       3.      In the list, select the user or users that you want to approve and choose Approve.

To reject users that have registered themselves, choose Deny.