Before a user can be sent an invitation to create a password, an administrator must have configured the following:
Configure a New User Invitation Template
Link the new user invitation template on a global system level, or a site or on a user level
Create basic user details which includes the Username and excludes the password
link a staff member to a user to be able to use the email address of the staff member, so that the user can receive the invitation email
Once all of the above have been configured then the following process is followed:
1. Invite user by clicking on the Invite User icon on the Browse Screen or on the User Detail screen
User Browse Window
User Edit Window
Multi User / Bulk Invite from the Browse window
2. The email is then sent to the users email address that was provided through the staff member detail
3. The user opens the invitation email and clicks on the token url provided through the template configuration
4. The onboarding page opens which prompts the user to create and confirm his password
5. The user inserts a password, confirms password and submits the information
6. The user is shown the links pages, whereby he can navigate to the required application he wants to access
7. If the user clicks on the On Key 5 icon for example, the user is taken to the On Key logon page
8. When the user submits his logon credentials, then the user is able to login to the On Key application
9. If the user forgot his or her password, then the user clicks on the forgot password link and should follow the Password Reset process