All users will be found in the Manage Users section of the Administrative Settings, sorted according to the organization or suborganization they are associated to and will indicate their profile/user status.
Note: if a user at your organization has forgotten their Account Number required to login, this number will be shown at the top of the section they are associated to.
All user statuses are outlined below:
Active
Users with the status of Active have successfully created their user profile and are able to log into the Treefort application using their login credentials. Action options available for users with this status are:
- Edit: edit the selected user’s information (e.g., name, cell phone number, role, etc.) on their behalf. To save the changes, the Administrator must enter their Treefort password.
- View Audit Details: view an audit trail of any modifications made to the selected user’s profile (e.g., name changes, phone number changes, role changes, etc.)
- Deactivate: set the selected user’s status to Inactive. Once set, the selected user will no longer be able to log into Treefort using their credentials. The user can be reactivated at any time.
Inactive
Users with the status of Inactive have successfully created their user profile but are not able to log into the Treefort application using their login credentials because their account has been deactivated by an Administrator. Action options available for users with this status are:
- Edit: edit the selected user’s information (e.g., name, cell phone number, role, etc.) on their behalf. To save the changes, the Administrator must enter their Treefort password.
- View Audit Details: view an audit trail of any modifications made to the selected user’s profile (e.g., name changes, phone number changes, role changes, etc.)
- Activate: set the selected user’s status to Active. Once set, the selected user will need to reset their password and will then be able to log into Treefort using their credentials.
Invite Pending
Users with the status of Invite Pending have been sent an email invitation by an Administrator to create their user profile but have not completed the user profile creation process yet. Once their user profile is created, their status will automatically change to Active. Action options available for users with this status are:
- Edit: edit the selected user’s pending account creation invitation (e.g., the user’s name, email address, cell phone, role, etc.). If saved, a new account creation invitation email will be sent to the selected user.
- Resend Invite: resend the account creation invitation email to the selected user.
- Cancel Invite: cancel the pending account creation invitation. If selected, the pending account creation link will be expired, and the user’s status will change to Invite Cancelled.