Manage an unconfirmed or invited account

Understand the actions you can take when you encounter user accounts in an unconfirmed or invited state.

Unconfirmed user accounts

When a user registers an account for the first time they receive an email asking them to verify their email address by clicking a link in the email. If they don't click this link their user account will remain in an unconfirmed state.

Manually confirm an account

If a person contacts you asking for help you can encourage them to check their spam folder but if they still can't find the verification request you can manually confirm the account on their behalf.

Go to the contact record
Find the User account section on the page (notice that the status is Unconfirmed)
Choose Confirm from the action menu (…)

The user will now be able to log in with their email address and password.

Find other unconfirmed accounts

You can create a segment to highlight any other unconfirmed accounts with the following two conditions:

Account status IS Any

AND

Account status IS NOT Active

This will result in a segment that only contains people whose account is in an unconfirmed state.

Invited user accounts

If you send a person an invitation to create a user account it will remain in the invited state until they accept this invitation using the link in the email invitation.

Reissue an invitation

To resend the invitation email:

Go to the contact record
In the User account section delete the existing user account (this will not affect the rest of the contact record)
Re-issue the invitation

Manually confirm a user account

Manually confirming a user account requires the administrator to add a password so this is not a recommended approach. However, when needed it can be done as follows:

Go to the contact record
In the User account section user the user account action menu (...) and click password.
Set an appropriate password
The user account will now be active