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批准新用户的帐户

在开始之前

用户收到您的邀请并创建新的帐户登录凭证后,您将收到“已接受邀请”的电子邮件。

重要

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

批准新用户的帐户

  1. 在您的 CertCentral 帐户的侧栏菜单中,单击帐户 > 用户邀请

  2. 在用户行的创建日期旁边,选择详情

  3. 用户邀请页面上,审查用户提供的信息。选择批准

  4. 批准用户邀请窗口中,配置用户的角色和帐户访问权限:

    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. 完成后,单击批准

接下来

新用户将收到一封电子邮件,告知其帐户已得到批准并已激活。电子邮件中包含指向帐户登录页的链接。

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.

    重要

    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