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Step 2: If the user is found, their his account details are displayed and two an optional fields for phone number and PKI are is shown.
Step 3: Select a service.
Note: 1- if a PFTR or MD service is selected a required field for Pilot License number is displayed.
However, if there already a license number, it will be displayed and cannot be updated
2- if an iZEV service is selected, a required field for PKI is displayed
Step 4: Click Continue to display permissions for the selected service.
Step 5: Click Invite to invite the user.
Note: If Before the form is submitted, required fields (PKI and Pilot License number), if needed and the telephone number has been entered or modified with an invalid format, the form will not be submitted and an error message will be displayedformat are validated. An error message is displayed accordingly if there is an error.
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Member Email Address or TC\Username
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The user is found.
Service not selected |
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Non PFTR, MD or iZEV Service selected |
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iZEV Service selected | |
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PFTR or MD Service selected |
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Note: Telephone number must match Canadian format: 6139999999 / 613 999 9999 / (613) 999 999 / 613-999-9999 / (613) 999-9999.
Pilot License Number is not editable.
Service
Services displayed in the dropdown list are those to in which the user is not yet enrolled and the administrator has update permission. Once a service is selected, the Continue button will be enabled. Click on Continue to display permissions according to the selected service.
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Clicking on the Edit button takes you to edit user page. On the edit page, administrators can manage service specific permissions, the user status, Pki, Pilot license number and telephone number. The administrator must have Update User permissions to perform these actions. Without the permission, the status will be read-only. The user status can be either active or inactive. Pki field is displayed if it is iZEV service and pilot license number is displayed if it is PFTR or MD service. Pilot license can be updated on Edit page.
Admin user has update user account permission | Admin user does not have update user account permission |
  
|   Note: Permissions are greyed out |
PFTR or MD Service | iZEV service |
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Click on edit button to edit the license number. Information warns the user of the impact of editing the license.
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Active
Active button allow the administrator to activate the user in a service. Activation takes place instantly.
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Inactive1
Inactive button allow the administrator to deactivate a user from a service. However, the administrator has two options while deactivating a user. He can deactivate the user immediately or in the future as shown in the image below.
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Immediate deactivation
By clicking on “Immediately” button, the user will be deactivated instantly and he will no longer have access to that service.
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Future deactivation
By clicking on “In the future” button, the administrator will select a date where the user will be deactivated. The default date is the next date as from the current date. The user will still have access to the service until the selected date. From the selected date, the user will no longer have access to the service.
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Save Changes
If the admin user has update user account permissions a Save Changes button is displayed. Once the changes are saved, the admin user is redirected back to the user list page.
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Note: accents must be specified while searching internal users
Activate / Deactivate1
Activate or Deactivate allows administrators to change the user’s status to active or inactive. This action requires the update user account permission.
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1Note on the use of “Deactivate” and “Inactive”
The following will be the impact on user enrollment:
The user enrollment is flag as inactive. The service will have to look up this flag in its application
The permission for this user will be render inactive
The user is still registered to the service
No service requests by this user have been removed or deleted