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Managing non-employee accounts

Managing access for contractors, interns, and other non-employees can be a hassle. If you have an intern or consultant joining your team, you can request a non-employee account to manage and track their access and activity.

Note

Only users designated as a source's non-employee account manager can request, update, or review non-employee accounts.

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.

To request a non-employee account

  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 check box to request another account.

  7. Select Add.

Depending on your organization, this request may need approval from one or more users. 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 manager can change the non-employee's end date to prevent them from potentially losing access.

To change a non-employee's end date

  1. Go to your Dashboard.

  2. Select the Manage Non-Employees widget.

  3. Select the group the user belongs in.

  4. Select the account you want to edit.

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

  6. Select Save.

Reviewing non-employee account requests

Depending on your position, you may also be required to review account requests for non-employees.

To review a non-employee account request

  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:

    a. To approve the request, select Approve.

    b. 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.