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User Administration

Overview

It's important to understand the difference between an Employee and a User. An Employee is an employee as is in your organization and in your NetSuite account. A User is an Employee that also has been granted access (invited) to Zone Employee Portal.

Inviting Employee(s) to Zone Employee Portal

  1. As an ADMIN on the main menu bar, choose: Administration → Employees
  2. Mark the Employee(s) you would like to invite to Zone Employee Portal
  3. Click the Invite to Zone Employee Portal button
  4. Select the Role you want to assign to the Employee(s)
  5. Click the Invite Employees to Zone Employee Portal button
  6. The selected Employee(s) will now receive an email with further instructions on setting up their login access.

Adding roles to Users

  1. As an ADMIN on the main menu bar, choose: Administration → Active Users
  2. Click on a user you want to add a role to
  3. Click the Add Role button
  4. Select the Role you want to assign to the Employee
  5. Click the Add selected role button

 

Removing role(s) from Users

Do not remove all user roles from any active user. If there is a user with no role assigned the user will not be able to log into Zone Employee Portal!

  1. As an ADMIN on the main menu bar, choose: Administration → Active Users
  2. Click on a user you want to remove a role from
  3. Select the Role(s) you want to remove

  4. Click the Remove Role button


 

Resetting 2FA

If a user is having trouble logging in, as Admin you can reset their 2FA settings. To do this:

  1. As an ADMIN on the main menu bar, choose: Administration → Active Users
  2. Click on a user you want to Reset 2FA for
  3. Click the Reset 2FA button
  4. Upon next login, the user will now be prompted to setup 2FA again.

Disabling/Enabling 2FA

To protect your data, Infinet Cloud strongly recommend against disabling 2FA for a user/employee. You should only do this in exceptional circumstances and you do so at your own risk.
  1. As an ADMIN on the main menu bar, choose: Administration → Active Users
  2. Click on a user you want to Disable or Enable 2FA for
  3. Click the Disable/Enable button

License Limits

Your Zone Employee Portal license limits the number of Users that you can access Zone Employee Portal. Any User where the following is TRUE counts towards this limit:

  • Is a User (not an Employee) of Zone Employee Portal
  • Associated Employee record is Active and Zone Employee Portal Access is enabled (both of these values are derived from your NetSuite account)

Pending Invitations

Note: An Admin can invite Employees beyond your license limit. Only once the employee completes registration do they count towards the license limit. Once the license limit is reached, any employee(s) that attempts to complete their registration will get an error and will be prevent from becoming a user.

Checking your License Limit

  1. As an ADMIN on the main menu bar, choose: Administration
  2. On the left menu bar, choose: Company Preferences
  3. Down the page, you can find a number of available licenses

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