Enrolling Users

Once a User is added by following the “Add users to your Organization” on the getting started page or via Directory Sync, depending on the onboarding policy put in place, the users will need to be provisioned in order for them to receive onboarding emails and have them get started.

Provisioning a User

Please select the required users, click the ellipsis on the top right corner, then select “update selected” and change account status from created to provisioned. This will now show an option to “Send email to user to activate their account”, select it and click update. This will then send the onboarding email to the email set on the user account for activating. The user will receive an email where they will be guided through the onboarding process. 

For assistance adding a user, please see the our How do I add a user? KB.