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How do I approve an account?

Modified on: Fri, 27 Dec 2024 14:54

From your list of users:

  • click on a user name to open the account details (or right click on a username to open the account details in a new browser tab)
  • check they are eligible by looking at the details on the account tab (check email address, name of trust, postal address, etc)
  • if you decide they are eligible and in your organisation, go to the top right hand corner of the screen and click on the down arrow next to Actions:
     Graphical user interface, text, applicationDescription automatically generated
     
     
     
     

 

 

 

  •  choose Approve/reject registration requests and you will see this screen:Graphical user interface, text, application, emailDescription automatically generated
     

     
     
     












  • click the green Approve button. 

    An email will be sent to the user unless you untick the box.

 

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