Issue

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

Login error message after account creation

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.