Correcting a misspelled user's name

While adding directors in to your organization, you may accidentally misspell a director's name and they are showing a status of "Invite Pending". This article covers the steps to correct this.

 **Please note:  Following these steps will remove any permissions set for the user.  Admins will need to reset the permissions upon complete of this process.**

Example Scenario

• Director's name is Stefanie Bangert was misspelled as Stephanie Bangert.
• 

 Part One:

The user needs to be removed and then invited again.  This will allow an admin the ability to reset the director's password.  Here are the steps:

• Click on "Edit" in the top right of the screen
• 
• Select the User
• 
• Click on "Remove User"
• 
• You'll be asked to confirm your intentions.  Select "Yes" and the user will be removed.
• After they are removed, click on Done in the image above

 Part Two

• Click on "Invite"
• Select "Add New User"
• Enter the director's email address, first and last name
• Leave the check box next to "Automatically email invited members on my behalf" blank
• 
• The user is now back in your org and has a status of "Password Hidden", with the word "Reset" in blue
• 
• Click on "Reset" and the status menu will change to "Temp Password" with the option "Send"
• 
• Click on "Send" and you'll see a menu expand with the Temp Password, as well as a few different options to send the temp password.
• Click on the Temp Password and it will copy it to your clipboard

Part Three

• Now that we have the Temp Password and the email for the director, whose name we're trying to fix
• Open an incognito window of your browser (you need a separate instance of OnBoard to temporarily log in as the director
• When you log in, OnBoard will ask you to set a permanent password.  Just paste the Temp Password in all three fields
• 
• Now you're logged in as the director
• Click on the the director's picture or initials
• Open up the User Account Information
• Change the name to how it is supposed to be spelled
• Once done, log out
• Go back on the browser window where you are logged in as your admin account
• Go to the Directory
• Reset the director's password

 **Please note:  Following these steps will remove any permissions set for the user.  Admins will need to reset the permissions upon complete of this process.**