A user that has signed up needs approval from an administrator before signing in. Administrators can approve or reject users.
Approving users
- Click (User) on the main menu bar.
- Click Unapproved.
- The users that wait for approval appear.
- Select users to approve for signing up.
- Click Approve.
- When a pop-up window appears, set the role and group for users.
- After configuring, click Approve.
The approved users disappear in the unapproved list and the result can be viewed in All Users or By Group.
Note
- Approving users can be done by the general administrator or the organization administrator of the user.
- Only one user can be approved at a time.
Returning users
To reject a request for sign-up, select an unapproved user and click Reject. When a pop-up window appears, enter the reason for returning and then click OK.
Note
If a user attempts to log in with a rejected ID, the reason for rejection appears. A sign-up failure warning message appears when the first attempt is made to log in. On subsequent attempts to log in, a different message will appear that the ID does not exist.
Exporting unapproved users
To export a list of unapproved users as an Excel or PDF file, click Export and then click Excel or PDF.