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Aprovar a conta de um novo usuário

Antes de começar

Após um usuário aceitar o seu convite e criar novas credenciais de login da conta, você receberá um e-mail de convite aceito.

Importante

Unapproved user invitations expire 60 days from when the invitation was created.

Aprovar a conta de um novo usuário

  1. Na sua conta CertCentral, no menu da barra lateral, clique em Conta > Convites do usuário.

  2. Na linha do usuário, ao lado de Data de criação, selecione Detalhes.

  3. Na página Convite do usuário para, revise as informações fornecidas pelo usuário. Selecione Aprovar.

  4. Na janela Aprovar convite do usuário, configure a função do usuário e o acesso à conta:

    1. Assign the user to divisions

      This option only appears if you've created divisions in your CertCentral account. See Unrestricted versus restricted.

      1. Check Restrict this user to specific divisions.

      2. In the User is restricted to the following divisions dropdown, select the divisions the user can access.

    2. 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.

    3. 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.

  5. Quando terminar, clique em Aprovar.

E depois?

O novo usuário receberá um e-mail dizendo que a conta está aprovada e ativada. O e-mail inclui um link que o levará à página de login da conta.

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.

    Importante

    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