Understanding "Onboarding Not Completed in Defined Timespan" Function in EUM

Understanding "Onboarding Not Completed in Defined Timespan" Function in EUM

Introduction

The "Onboarding Not Completed in Defined Timespan" function in External User Manager (EUM) is designed to manage the onboarding process. However, sometimes, users may experience problems with automated rejections and confusion about the time settings. This article provides a step-by-step solution to address these issues.

Problem Statement

The key problem is associated with the understanding and correct utilization of the "Onboarding Not Completed in Defined Timespan" function in EUM. Users often struggle to find when a guest has been invited, troubleshoot automatic rejections, understand the settings, and determine who receives the reminders.

Step-by-Step Solution

  1. Check Invitation Time: To ascertain when a guest was invited, you can review the EUM logs or the email threads if available.

  2. Reviewing Automatic Rejections: If the onboarding processes are being rejected unexpectedly, please review the time settings under the "Onboarding not completed in defined timespan" function.

  3. Understanding Settings: The settings under this function should be adjusted according to your requirements. For example, if you want the onboarding process to be cancelled after 90 days, set the appropriate time duration.

  4. Setting Reminders: If you turn on the "Automatically Reject Reminder for Onboarding", reminders will be sent according to the settings. This may include the Inviter or the Guest, depending on how you've configured your settings.

Additional Tips

  1. Make sure the settings under the "Onboarding not completed in defined timespan" function are correctly configured to prevent unexpected rejections.

  2. If users are unable to see the invitation time, consider reaching out to the Solutions2Share support team for further assistance.

FAQs

1. How to find out when a guest has been invited in EUM?

The invitation time can typically be found in the EUM logs or in the email threads. If you're still unable to locate the exact time, you may contact the Solutions2Share support team.

2. Who will receive the reminders when the "Automatically Reject Reminder for Onboarding" is activated?

The recipient of the reminders depends on the configuration of your settings. It could be the Inviter, the Guest, or both.

Troubleshooting Further Issues

If issues continue to persist:

  • Check EUM Logs: Review the EUM logs for any irregularities or errors that may have occurred.

  • Contact Support Team: It's advisable to reach out to the Solutions2Share support team for additional support and guidance.

Remember, the timely completion of the onboarding process is crucial for a seamless user experience in Teams Manager, and hence, this function should be correctly configured.