Issue

After creating a new login, the user sees the message below that prevents them from accessing their account.

Solution

An admin user (someone with login access and admin permissions) will need to re-invite the affected account.

  1. Go to the Employees tab under the Directory section.
  2. Locate and open the profile of the employee experiencing the issue.
  3. Click Update > Employee > Update Employee.

    Update Employee in PracticeEvolve

  4. Click the Action button and select Invite Employee. Assign at least one role to enable the invite.

    Assign a role to an employee

    Invite Employee action

  5. Once the invite is sent, the user will be able to log in successfully.
A role must be assigned before the invitation can be sent.
You can view the user’s currently assigned roles via the View Permissions option in the Action menu.