Managing Applicants

Use the Applicants page to process user account requests that have been submitted via the "Request Access" process. Permissions required to access this page: Access Admin Tab and Manage Users.

To open the page, choose Admin > Configure > Security > Applicants.

Tip: The process also sends an e-mail to the administrator of each entity that the user has requested to access (as specified in the "Administrator E-mail" preference). Click the link in the e-mail to open the Applicants page.

If your implementation has more than one entity, the applicants will be managed separately for each. The drop-down list at the top of the page determines which entity's applicants are currently displayed.

Granting Access

The Select Name to Edit list shows the applicants who have requested access to the current entity.

To grant access, select a name from the list and review/update the system-wide and entity-specific information. These are the same options as in the Users page. Then choose Admin > Users > Create.

Removing an Applicant

To remove an applicant, select the name from the list and chooseAdmin > Users > Delete.