A Company may have numerous users and there is a need to create separate users account to allow users to access Adeptia Connect using their own credentials. 

You can create/invite the following types of Company users in Adeptia Connect:

• IT User
• Business User
• Sys Admin 
• Admin Restricted
• View Only User

Also, there are three other types of users (Partner users) that you can create/invite.

• Partner View Only User
• Partner Business User
• Partner IT User

An eligible Company user and a Partner IT User can invite users.

This page contains the following information:

Inviting a user

A user can register with Adeptia Connect through an invitation only. Therefore, to allow users to access Adeptia Connect, you need to invite a user. 

For more information on users' permissions/access, refer to this page.

To invite a user:

1. Click Account > Users. 
2. On the Users screen, click Invite Users.

3. On the Invite User screen, in the Provide User Email text box, provide the email id of the user whom you want to register with and access Adeptia Connect. 
   You can invite multiple users using their email ids separated by a comma.

4. In the Assign Role field,  

   1.  Select the Assign Company Only Role checkbox if you want to assign a Company Only type of role to the user, else, complete the steps b and c given below.
      On selecting the Assign Company Only Role checkbox, you need to select a Company Only type of role and skip to the step 5. If you select multiple Company Only type of roles, you need to select a default role in the Default Role field.

   2. In the Company/Partner field, select a Company/Partner.

      You can select multiple Companies and Partners.

   3. In the Role field, select the user role (IT, Business, Sys Admin, Admin Restricted, View Only, or any custom role you may have on the list). 

      • The user rights may vary depending upon the role you select here. For more information, click here.
      • If you select multiple roles, you need to select a default role in the Default Role field.
5. Type the message in the Message text box. The message you type here will be displayed in the body of the invitation email. 
6. In the Reply to Email text box, provide an email id to which the invited users can send their response in reply to the invitation email. 
   
   
   
   
7. Click Send to send the invitation. 

This invites a user.

The invited user will receive an invitation email to activate the account. After the user activates the account, it gets listed in the users section with an Active status. 

You can check the status of the invitation sent to the users from SENT INVITES panel on the Users manage screen. All the accepted invitations are marked as  and unaccepted invitations are shown as Not Accepted.

If due to some reasons the invitation email is not received by the user, you can resend the email.

To resend the invitation, in the SENT INVITES panel, click  corresponding to the user who has not received or not accepted the invitation. In the Invite User window, click Send to resend the invitation.

Revoking an unaccepted invitation

An unaccepted invitation in the SENT INVITES panel may be displayed due to the following two reasons:

• The user is valid but has not accepted the invite.
• The invite has been accidentally sent to a wrong user.

You can revoke such invites by using Revoke  icon associated with each unaccepted invitation.

Follow the steps below to revoke an unaccepted invitation:

1. Click Revoke  icon for the unaccepted invite.
2. Click Yes to confirm.
   
   
   
   A confirmation message is displayed after successful revocation.

Activating a user account

User needs to follow these steps to activate the account:

1. Open the Inbox.
2. Search the email received from your Company.
3. Click Setup Account.
   
   
   
   
4. On the Complete Your Registration form displayed in a new tab, fill in the details and click Complete Registration.
   
   
   
   This completes your registration and activates users' account. Once the account is activated, the user can log in to Adeptia Connect using the registered email id.

Viewing user details

You can view an activated user's details such as email id, role assigned, and other details you'd have specified while sending the invitation. To view user details:

1. Click Account > Users. 
2. On the users screen, do one of the followings,
   • Click  > View.
     
     
     
     
   • Click the name of the user to view details.
     
     

3. On the View User window, view the details of the user.

   
   
   You can also edit the details of the user from the View User window. Click Edit to edit user details. 

Editing user details

You can modify the details of a registered user. This might be necessary for the following situations:

• User details have been changed.
• Assigning different role to the user. 

Only a Company administrator and an IT user can modify user details.  

To edit a user details:

1. Click Account > Users. 

2. On the Users screen, click  > Edit.
   
   
   
   If you attempt to edit details of a user who has the Active status, you will be prompted to deactivate the user. Click Yes to Deactivate the user.
   
   

3. On the Edit User Detail window, edit the details and click Save.
   
   

   You cannot modify the name of the Company and email ID of a user.

Deactivating a user

Deactivate a user in one of the following situations:

• Editing details of a user.
• Restricting access to Adeptia Connect.

To deactivate a user:

1. Click Account > Users. 

2. On the Users screen, click  > Deactivate. 
   Deactivate option appears for the users with an Active status only.

   
   
   Once you deactivate a user, its status will become Inactive, indicating user is deactivated now.

   To activate the user again, click  > Activate. 

Deleting a user

Delete a user to prevent that individual from accessing Adeptia Connect. You can delete a user if a user has no associated objects. Therefore, before deleting a user, either delete all objects or move objects to another user.

To delete a user:

1. Click Account > Users. 

2. On the Users screen, click  > Delete.
   
   
   
   

3. Click Yes, when prompted to confirm.

Related pages

• User Roles
• Creating a Role
• Adding bulk users
• Assigning Role to a user