Difference between revisions of "Workflow Task Type: Activate/Deactivate User"
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| + | This type of [[Workflow]] task is used to set the access type for a [[User|user]] or to deactivate a user. | ||
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| + | No message accompanies this workflow task. If you wish to notify users of a change in access type, you can configure an [[Workflow_Task_Type:_Acknowledgement|Acknowledgement]] type workflow task to follow this step in the workflow. | ||
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[[Image:WorkflowTaskTypeSettings-ActivateUser.png|link=]] | [[Image:WorkflowTaskTypeSettings-ActivateUser.png|link=]] | ||
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| + | ==Task Settings== | ||
| + | Activate/Deactivate User Tasks have the following settings: | ||
| + | * '''Name''' - Narrative name for the task. | ||
| + | * '''Task Number''' - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location. | ||
| + | * '''Description''' - Detailed description of the task ''(optional)''. | ||
| + | * '''Expire After''' - Intended duration of the workflow. | ||
| + | * '''Option''' - Sets the [[Enabling_User_Access#Enabling_User_Access|access type]] for the user against which the workflow is triggered. Options are: | ||
| + | :* ''Activate (Administrative or Portal Interface)'' - Provides access to the system to the extent permitted through the [[User|user's]] membership of specific [[Role|roles]]. | ||
| + | :* ''Activate (User Centric or Applicant Interface)'' – Only provides access through the [[User Centric Interface]] and Applicant Tracking “career sites”. | ||
| + | :* ''Activate (Web Service Client Access)'' - Account type used to access data in a SmartSimple instance via an [[API|API]] (Application Programming Interface). Does not give access to SmartSimple interface directly. | ||
| + | :* ''Deactivate (No Access)'' – Contact cannot log into the system. | ||
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| + | ==See Also== | ||
| + | * [[Enabling User Access]] | ||
| + | * [[Workflow Task Types]] | ||
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| + | [[Category:Workflows]] | ||
Revision as of 10:26, 27 September 2013
Contents
This type of Workflow task is used to set the access type for a user or to deactivate a user.
No message accompanies this workflow task. If you wish to notify users of a change in access type, you can configure an Acknowledgement type workflow task to follow this step in the workflow.
Task Settings
Activate/Deactivate User Tasks have the following settings:
- Name - Narrative name for the task.
- Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
- Description - Detailed description of the task (optional).
- Expire After - Intended duration of the workflow.
- Option - Sets the access type for the user against which the workflow is triggered. Options are:
- Activate (Administrative or Portal Interface) - Provides access to the system to the extent permitted through the user's membership of specific roles.
- Activate (User Centric or Applicant Interface) – Only provides access through the User Centric Interface and Applicant Tracking “career sites”.
- Activate (Web Service Client Access) - Account type used to access data in a SmartSimple instance via an API (Application Programming Interface). Does not give access to SmartSimple interface directly.
- Deactivate (No Access) – Contact cannot log into the system.
