User classification
User types
A user type defines the extent to which a user has consented to become a member of a particular organization and collaborate with it. The three user types include Pending users, Confirmed users, and External users.
Pending users
A user added with an email address that doesn't belong to a verified domain will receive an invitation through email, and will be Pending until they accept it.
Example:
You are adding Charles, who doesn't have a zylker.com email address, to Zylker. An invitation email will be sent to his personal email address. He will be a Pending User until he accepts the invitation and joins Zylker.
Confirmed users
A user who has joined the organization is considered Confirmed.
Admin operations, such as enforcing security policies and viewing Access History, can be performed once the user is confirmed.External users
For example, a freelancer from another organization who helps you with marketing promotions would be considered an external user.
For further assistance regarding external users, contact our support team.
User states
The state of a user indicates whether they have been made part of an organization. It is usually determined by whether an invitation email has been sent to them or not and if sent, whether it has been accepted or not.
Not joined yet
An admin can add a user to the organization by sending an invitation email to them. If the user has not accepted the invitation yet, then they will be in the Not joined yet state.
Not invited yet
An admin can add a user to the organization. When there is no invitation email sent to that user, then the user will be in the Not invited yet state.
For example, Amelia is the Zoho One organization owner. She hires around 50 people, with various designations like Product management, Sales, and Support, and imports them using the bulk import option.
Once the users are added, an invitation email can be sent.
State 1: When the invitation email is sent to users and when the users haven't accepted the invitation yet, they will be in the Not joined yet state.
User status
User status is an indication of the user's interaction with the business system. It depends on the user's access to their account and their activity.
Active users
Active users who currently have access to their account.
Inactive users
Inactive users will no longer be able to access their account. You can activate the user by just clicking activate.
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