Managing non-employee accounts

You can use non-employee accounts to create records for contractors, interns, and other non-employees in your organization. You can then use these accounts to track and manage their access to your enterprise systems and data.

Requesting non-employee accounts

Have an intern or contractor joining your team soon? You can request a non-employee account to manage their access to your organization's applications and roles.

Note

Only non-employee account managers or system administrators can request non-employee accounts.

1. Go to your Dashboard.

2. Select the Manage Non-Employees widget.

3. Select the group or data source the new account belongs in.

4. On the right side of the table, select + Request Account.

5. Enter the required information for the new account.

6. (Optional) Select the Add Another checkbox to request another account.

7. Select Add to request the non-employee account.

Depending on your organization, this request may need user approval. You'll receive an email when your account request has been reviewed.

Updating non-employee accounts

A source's non-employee account manager will receive an email when a non-employee's end date is approaching. If their contract or internship will be extended, the source's account managers or a system administrator can change the non-employee's end date to prevent them from potentially losing access.

1. Go to your Dashboard.

2. Select the Manage Non-Employees widget.

3. Select the group the user belongs in.

4. Select the account to edit.

5. In the new window, select a new end date for this user.

6. Select Save to save these changes.

Reviewing non-employee account requests

If you are designated as an account reviewer, you will be tasked with reviewing and approving account requests for non-employees.

1. From the navigation menu, select Approvals.

2. In the Requested Items tab, locate the request for the non-employee account.

   Tip

   Filter by Non-Employee Account Requests to only view requests for non-employee accounts.

3. Select the request card to view details about the request.

4. Respond to the request:

   • To approve the request, select Approve.

   • To deny the request, select the Comments tab and include a comment for denying the request. Select Deny.

   If you are the final reviewer, the user will be granted an account. If more reviewers are required, the account request is automatically sent to the next reviewer in the queue.