Search users and view invitation status

Read this to learn how to use the Accounts tab to check whether users have activated MultiLine.  

Overview

The Accounts tab tracks invitation status and some usage, which makes it a great place to start checking whether people are onboarding successfully. 

Before you Start

Check invitation status and usage

All existing user accounts are visible with the current status of the account on the Accounts tab. You can search for accounts by Name, Email ID, MultiLine Number or Device Number.

Accounts screen

  1. Hover over the icons under Status to view their current status.
    • Invite Status meanings:
      • Green: Successfully activated
      • Amber: Invitation sent, but user hasn't activated
      • Red: Suspended or Blocked
      • Grey: Opted Out
        invitation status menu
    • If you sort by Status, the order will be Status sort icon Active > Invitation failed > Invited > Not invited, or for descending status sort icon the reverse Not invited > Invited > Invitation failed > Active
  2. For Active accounts, you can click the side arrow for more information, including
    Side arrow highlighted
    1. The assigned number
    2. Assigned user permissions See Create user permissions.
    3. Whether the user has started calling and messaging
    4. The type of device, Android or iOS
    5. Invite status
    6. Delete and Edit actions.

Screen showing accounts details menu

About this Article
  • Created: 10/25/2021 4:34 pm EDT
  • Last updated: 11/17/2023 5:08 pm EST
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