How to Manage Multiple Accounts | Scribe

    How to Manage Multiple Accounts

        1
        Click People to view your people's Accounts
        2
        Once you've filtered the results you are looking for, click on the Check Box next to "Name" to select all users on the first page.
        3
        You'll notice additional "Actions" appear above your list of Accounts.
        4
        Click "Freeze" to prevent the list of people selected from accessing OurPeople.
        5
        Click "Unfreeze" to allow the group or individual person access to OurPeople again.
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        If you are an integrated business you will want to either manage your peoples Status through your HR Portal or reach out to your Customer Success Rep for more details.
        6
        Click "Delete" to permanently remove a person(s) from OurPeople. You will be asked to confirm and type "permanently delete" to finalize deleting a person(s).
        7
        Click "Invite" to Invite the selected people to OurPeople.
        8
        When "Inviting" people you will be able to adjust the Date and Time it sends. Additionally you can edit the Email message the people will see.
        9
        Click "Schedule invitation" or "Cancel" to either confirm the invites or to cancel inviting these people.