Guest Accounts in the Together mentorship platform offer a flexible way to provide mentorship opportunities to non-permanent team members such as temporary employees and contractors. These accounts are designed for users not yet participating in any mentorship programs within organizations that utilize Single Sign-On (SSO) for added security and convenience.
Creating a Guest Account
For admins, setting up Guest Accounts on Together’s platform is a straightforward process. Here’s how you can create a Guest Account for users who are new to the mentorship programs.
Navigate to the Users section of the platform and select the profile of the user who has not registered yet:
You’ll notice that the default Sign In Setting is set to Require Single Sign On (SSO). To convert this profile into a Guest Account, simply click on the Guest Account option within their profile settings. This will enable the user to access the platform without the need for SSO authentication, allowing them to use their email and password to log in:
Creating multiple Guest Accounts
For times when you need to assign Guest Account status to several users simultaneously, the platform allows for bulk actions.
Click on the checkboxes next to the names of the users you wish to select in the Users section:
Once you've selected the necessary profiles, click on the Perform Bulk Action on Selected button:
A drop-down menu will appear; here, choose Change sign-in setting. This will open a prompt window, allowing you to select the Guest Account option for the selected users. To apply this setting, simply click the Update users button, and the changes will be saved:
This efficient process ensures that even non-permanent team members can quickly and easily participate in your organization's mentorship programs, fostering a more inclusive environment for all types of contributors!
Viewing Guest Accounts
Admins have the ability to distinguish between users set up with Single Sign-On (SSO) and those with Guest Accounts. Here is how you can view this information within the Together platform.
In the Users section, start by clicking on the Columns button located towards the top right side of the user table:
Within the drop-down that appears, navigate to the Other category and toggle the Sign In option:
This will add a new column to your user table where you can easily see the sign-in method displayed as either SSO or Guest:
For a more targeted approach, especially if you are managing a large number of users, the user table offers a filter function to pinpoint all Guest Accounts swiftly.
Click on the Filters button to access the filtering options. Look for the Sign In filter and select Guests from the options provided. After applying the filter, the user table will update to display only the users who have been set up with Guest Accounts:
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