View Users and Status
The User Management page lists users within the Tenant, their roles, and their current status. The available statuses consist of the following:
- Pending: The invitation was sent, but the user has not signed in to Somos® Hub.
- Active: The user has signed in at least once.
Edit an Existing User
Authorized administrators can maintain users' contact information and product access from the same detail page. Changes to roles affect which applications and actions are available when that user next works in the applicable Tenant.
Select the Users menu item from the left side navigation. Find the user and select the Edit icon. Update the permitted name or phone number fields as needed. Change an existing product role, remove a role, or select Add Role(s) to grant new product access. Select the Save button.
Add a Role to an Existing User
A role grants a defined level of access to a product. For TFNRegistry™ related roles, the role must also be connected to the appropriate Login ID and Resp Org ID so the user can act only for the selected organizations.
After retrieving the desired user on the User Management page, navigate to the user detail page, select the Add Role(s) button. Within the pop-up menu, select the product and the role. For TFNRegistry related products, complete the TFNRegistry Login ID information when requested, acknowledge any displayed tariff notice, and then select the Next, Select Scope(s) button. Select the Resp Org ID on whose behalf the role may act, then select the Continue and the Save buttons.
Inviting a New User
The invitation workflow creates a Somos Hub account and assigns its initial product access. More than one product and role combination may be included in the same invitation, which allows administrators to prepare the user's access before the first sign in. Information entered in each section should be reviewed before moving forward because the completed submission is routed for approval rather than activated immediately
After retrieving the desired user on the User Management page, select the Invite Users button.
Within the Invite Users pop-up window:
Select the desired Tenant from the corresponding field.
Enter the user's Email Address in the corresponding field.
Select the Product and the Role in the corresponding fields.
Use the Plus (+) icon to add access to additional products and roles in the same email invitation.
If you are not adding additional Products and Roles including TFNRegistry, please select the Invite User button in the pop-up window to send the initial email invitation.
For TFNRegistry related products, complete the TFNRegistry Login ID information when requested, acknowledge any displayed TFNRegistry Functions Tariff notice, and then select the Next, Select Scope(s) button.
Select the Resp Org Scopes (aka Resp Org IDs) on whose behalf the role may act, then select the Continue and the Invite User buttons. Confirm that the user appears with a Pending status. The status changes to an Active status after the user signs in.
You will see the newly added user in a Pending status in the Status column and a Success message in the upper right corner on the User Management page when the changes have been saved successfully.