Approve a new user's account
Before you begin
After a user accepts your invitation and creates their account and sign-in credentials with two-factor authentication, you'll get an invitation accepted email.
Important
Unapproved user invitations expire 60 days from when the invitation was created.
Approve the new user account
In your CertCentral account, in the left main menu, select Account > User Invitations.
On the User Invitations page, locate the user account, and in the user's row, next to Date Created, select Details.
On the User Invitation to... page, review the information the user provided and select Approve.
In the Approve User Invitation window, configure the user's role and account access:
Assign the user to divisions
This option only appears if you've created divisions in your CertCentral account. See Unrestricted versus restricted.
Check Restrict this user to specific divisions.
In the User is restricted to the following divisions dropdown, select the divisions the user can access.
Assign a user role
Under Role, select a role for the user: Standard User, Manager, Finance Manager, Administrator. See Roles and account access.
Under Standard User, check Limit to placing and managing their own orders to assign the user a Limited User role. A limited user can only view and access their own orders.
Add an approval message
In the Approval Message To Invitee box, enter the message you want to include in the approval email. This message is saved in your CertCentral account records.
When ready, select Approve.
What's next
The new user will receive an email stating that their account has been approved and activated. The email includes a link to the account sign-in page.
User invite expiration and deletion process
User invitations with the status Invitation Sent
CertCentral user invites expire 30 days from the time they are first sent.
Important
Resending the invitation does not reset the invitation created date. After 30 days, you must send a new invitation.
User invitations with the status Needs Administrator Approval
Unapproved user invitations expire 60 days from when the invitation was created.
User invitation 365-day lifetime
After 365 days, user invitations are removed from your CertCentral account: Invitation Sent, Needs Administrator Approval, Approved, Rejected, Canceled, and Expired