Invitations and user account status

  • Updated

An invitation flow automatically initiates when users are first added to Opti ID for your organization.

  • Local login-enabled organization – If your organization uses local logins with Opti ID, users receive two emails; a welcome email and an Okta-generated activation email. In the welcome email, click Get Started and then click Accept Invitation. This sends an Okta-generated activation email. In that email, click Activate Optimizely Account and follow the prompts to create your password.
  • SSO-enabled organization – If your organization has enabled single sign-on (SSO) with Opti ID, users receive one activation email. In that email, click Activate Optimizely Account and log into Opti ID with your SSO credentials.
Your organization may need to whitelist Optimizely to ensure your users receive these emails. If you do not see these emails, check your spam folder.

Manage user invitations to Opti ID

As an administrator in the Opti ID Admin Center, you can check the status of user invitations on the Group Access > Invitations page.

You can also send, resend, or revoke user invitations.: 

Invite users

  1. On the Group Access > Invitations page, click Invite User.
    You can also do this from the Group Access > Users page.
  2. Enter the user's information, and select the groups that you want to add the user to.
  3. Click Send.
  4. This sends one activation email to the user if your organization has enabled SSO, or two emails (one welcome email and one invitation email) to the user if your organization uses local login.
  5. The user must follow the prompts in the email to access Opti ID.

Resend or revoke invitations

You can only resend or revoke invitations for users with a Status of Pending or Expired.

  1. On the Group Access > Invitations page, click More Options (...) for a user with a Pending or Expired status.
    Invite-user-7.png
  2. Click Resend invitation or Revoke invitation.
  3. A confirmation message displays; click to confirm.
Once Accepted or Revoked, you cannot do anything with the invitation. Revoking does not remove the invitation from the list. 

Check a specific user's activation status

A user's activation status differs from their invitation status:

  • Invitation status – The status of the user's invitation to join Opti ID; accepted, expired, or revoked.
  • Activation status – The overall status of the user's Opti ID account. See Activation status descriptions.

The Group Access > Invitations page lets you manage and view user invitations, but it does not provide an option to search for a specific user. To view the activation status for a specific user:

  1. In the Opti ID Admin Center, go to Product Access > Users.
    You can also do this from the Group Access > Users page.
  2. Use the search bar to find a specific user.
  3. Click More Options (...) > View Details for the user.
  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 is not initiated or there is a pending admin action.
  • 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.