Sending invitation emails to users

To invite users through email:

  1. Go to the Directory tab.
  2. Click Manage Users.
  3. Select a directory from the Select Directory drop down.
  4. From the Select Users Status drop down, select Unverified. A list of users who have not been
  5. ified will be displayed in a table.
  6. Select all users or the users you want to import into Identity Manager Plus.
  7. From the drop-down box at the top of the table, select Send Invitation.

To import users from other directories such as on-premises Active Directory,

  1. Go to the Directory tab.
  2. Click Manage Users.
  3. Click Invite Users.
  4. Enter the Email Address, First Name, Last Name, and Role of the user.
  5. Click Send Invite.

An account will be created in the built-in directory of Identity Manager Plus for all the invited users who accept the invitation.

To view the list of invited users:

  1. Go to the Directory tab.
  2. Click Manage Users.
  3. Select a directory from the Select Directory drop down.
  4. From the Select Users Status drop down, select Invited.
  5. You can re-invite a user or cancel an invitation. If you choose to re-invite a user, an invitation will be sent again. If you choose to cancel an invitation, the invitation email that was sent will be invalidated and can no longer be used.

Activating the accounts of end users

Users who received an invitation email need to activate their account by clicking on the link in the email and by entering their details and setting a password for their account. Once they do, an account will be created for them in the built-in directory of Identity Manager Plus.

Users whose accounts were activated automatically through domain verification can log into Identity Manage Plus using their directory credentials. However, domain verified users need to set their passwords to be able to login using their account in the built-in directory of Identity Manager Plus. To set their passwords, they can go to https://accounts.zoho.com.

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