Invitation and activation status

When you invite a user to your Opti ID organization, an invitation flow is initiated. That invitation flow includes an optional welcome email and a required activation email. The specific experience depends on whether your organization uses local login or single sign-on (SSO).

If your organization uses local login with Opti ID, you have the option to send a welcome email in addition to the activation email. If your organization has enabled single sign-on (SSO) with Opti ID, users receive only the activation email.

• Welcome email – The user must click Get Started and then click Accept Invitation. This sends an Okta-generated activation email.
• Activation email – The user must click Activate Optimizely Account and log in with their SSO credentials or follow the prompts to create their password.

The welcome email determines the invitation status, and the activation email determines the activation status.

Invitation status

As stated previously, the invitation status is determined by the welcome email. Invitations can have the following statuses:

• Pending – Only for invitations that you have required the welcome email. The status remains pending until the user follows the prompts in the welcome email to accept the invitation.
• Accepted – Indicates the user followed the prompts in the welcome email and accepted the invitation. Invitations that do not require the welcome email immediately have the accepted status.
• Expired – The user did not respond in time to the welcome email. You must send a new invitation if you want the user to join your Opti ID organization.
• Revoked – Indicates you manually revoked an expired or pending invitation. The user can no longer accept the invitation, and you must send a new one if you want the user to join your Opti ID organization.

You can view invitation statuses on the Users > Invitations page in the Opti ID Admin Center.

For expired or pending invitations, click More (...) to resend or revoke the invitation. Once Accepted or Revoked, you cannot do anything with the invitation. Revoking does not remove the invitation from the list.

Activation status

As stated previously, the activation status is determined by the activation email. It represents the overall status of the user's Opti ID account.

To view the activation status for a specific user:

1. Go to Users > Invitations.
   You can also do this from the Product Access page when you select a specific product or instance.
2. (Optional) Use the search bar to find a specific user.
3. Click the user's name or click More (...) > View Details. The user details panel displays.
   
4. The Activation Status displays the user's current account status in Opti ID. See a description of the activation statuses.
   
5. If the user's activation status is Pending User Action, you can click Resend Activation Email to resend the activation email to the user.
   

Activation status descriptions

• Staged – The account is created, but the activation flow has not been initiated, or there is a pending admin action.
  • You can click Resend Activation Email to resend the activation email, which the user must accept to activate their account.
• Pending User Action – The account is provisioned, but the user has not provided verification by clicking through the activation email or providing a password.
  • You can click Resend Activation Email to resend the activation email to the user.
• Active – 
  • The user provided verification by clicking through the activation email and setting a password (if required for non-SSO).
  • An admin added the user and set the user password without requiring email verification.
  • An admin added the user, set the user password, and required the user to set their password when they first sign-in.
  • A user self-registered into a custom app or the Okta homepage and email verification is not required.
  • An admin explicitly activated the user account.
• Password Reset – The user requested a password reset or an admin initiated a password reset for the user.
• Password Expired – The account password has expired, and the account requires an update to the password before a user is granted access to Optimizely applications.
• Locked Out – The user exceeded the number of login attempts defined in the login policy.
  • You can click Unlock User to unlock the user's account.
• Suspended – An admin explicitly suspended the account. The user cannot access Optimizely applications, the Opti ID Admin Center, or the Okta end-user dashboard. Application assignments are unaffected, and you can still update the user profile.
• Deactivated – An admin explicitly deactivated or de-provisioned the account. All application assignments are removed, and the password is permanently deleted.