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. A Company user can invite Partners and creates Templates and Transactions.

There are four types of users in Adeptia Connect:

• IT user

• Business user
• Sys Admin user
• View-Only user
  
  

This page contains the following information:

Inviting a user

A user can register in Adeptia Connect through an invitation only. Therefore, to allow users to access Adeptia Connect, you need to invite a user. Only a Company administrator and an IT user can invite users.

To invite a user:

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

3. On the Invite User window, provide the email id of the user in the Provide User Email text box. This email id is used to register user and to activate the account.
   You can invite multiple users using their email ids separated by a comma.

4. Select the user role (IT, Business, or Sys Admin) from the Select Role drop-down list. The user rights may vary depending upon their role defined. For more information, click here.
5. Type the message in the Message text box. This message will be sent in the body of the invitation email. 
6. Provide the email id in the Reply to Email text box. user will write to this email id in case of any questions.
   
   
   
   
7. Click Send to send the invitation. 

This invites a user.

The user will receive an email to activate the account on the provided email id. 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 the SENT INVITES group displayed in the left pane of the users screen. All the accepted invitations are marked as  and unaccepted invitations are marked as Not Accepted.

It may also happen, due to some network problem, User Account Creation invitation is not received by the user. Adeptia Connect facilitates you to resend the invitation to the user.

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

Revoking an unaccepted invitation

An unaccepted invitation in the SENT INVITES group may show because of 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 your 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.
   
   
   
   
5. This completes your registration and activates your account. Login to Adeptia Connect using your registered email id.

Viewing user details

You can view user details such as email id, role assigned, and much more, specified while sending the invitation. To view user details:

1. Click Account > Users. 
2. On the Users screen, do one of the following:
   • 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 user specified while sending an invitation. This might be necessary for the following situations:

• User details have been changed.
• Assigning different role assigned 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:

• Edit details of a user.
• Restrict access to Adeptia Connect.

To deactivate a user:

1. Click Account > Users. 

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

   
   
   
   The status of the user is now 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 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.
   
   

Next Step