Team

The Teams screen provides information related to all WISdom users for the account.
The page will display a table containing various information for each user that has been added to the team in WISdom. The title bar above the table displays the total Team Members. (see image below for an example)

The data consists of information related to the Team Members added to the account. The columns are:

• Name - The name of Team member.
• Role - The assigned Account Role (Billing Contact, Primary Contact, Secondary Contact).
• Profile - The user role assigned to that Team Member (Administrator, Regular User, MSP Administrator).
  • Not all profile options are available for all accounts.
• Title - The work or business designation of the user.
• Status - The current status of the Team Member (Active, Invite Sent, Not Invited, Deactivated).
• Last Login - The date and time of the Team Member’s last login, if available.

All columns are sortable (click on the column name to sort) and searchable (click on the magnifying glass and type the search criteria). Next to the search area is the Group By drop down, allowing the data to be grouped by Profile, Title, or Status.
To view or manage the accounts, there are multiple options. The name defined each account is a hyperlink that will display a flyout with the account details when it is clicked. At the end of an account row the three vertical dots may be used to display existing account management options defined below in the Managing an Existing Account section.
When adding team members to the account see the Adding a new Account section below.

Adding a New Account

To add a new account to WISdom, click on the blue [+] button in the upper right corner of the screen. A popup will display where the information for the user account will be entered.

• Required fields are indicated by a red asterisks and are the First Name, Last Name, Email, and Profile (default is Regular User).
• Additional fields that are not required include: Title, Preferred Name, State, City, Time Zone, Office Phone, and Mobile Phone.

1. Populate the required data, this activates the [Add User] button in the bottom righ corner, turning it blue.
2. Once all information has been entered (both required and not required), click the [Add User] button.
3. Clicking the button will
   1. Create the credentials in Okta
   2. Create the account in WISdom
   3. Send an email invite to the address provided for the account
   4. A message box will appear in the bottom right corner either stating success or an error if one is encounterd
   5. Once the account is successfully created, it will display in the Team Member section with the Status set to Invite Sent and the Last Login set to the date/time the invite was generated
4. The new user will receive an email from Okta instructing them to use the provided link to access Okta and complete the setup of their account
   1. The link will be valid for 7 days
   2. If it expires before the account credentials are configured, the user will need to be Reinvited (see Reinvited section below).
5. Once the new account user uses the link, they will be taken to an Okta page to create a password the account
6. Next they will be asked to define their multi factor authentication (MFA) method(s).
7. Once completed, they will be redirected to the portal.fortifieddata.com page and be able to log into WISdom with their credntials.

If multiple users will be added, check the box for []Add another user in the bottom left corner of the popout before clicking the [Add User] button.

Each new account added will have an initial status of Invite Sent. This status will remain until the user has successfully activated their account or an administrator changes the account to Deactivated. If the account is removed via the Delete option, it will be removed from the Teams page.

• Note: When an account is deleted, it will not be fully removed from the WISdom. If the an account is created with the same email address, it will encounter an error stating "Login: An object with this field already exists in the current organization". Please notify support to resolve this issue, support@fortifiedinsight.com or follow this link to create a ticket in the support system.

Managing an Existing Account

To manage an existing account, find the appropriate record in the Team Member table, go to the end of the row, and click the 3-Vertical Dot icon. A pop-up will display with options available for the selected account.
Note: The search function (magnifying glass in the upper right corner) may be used to limit the displayed accounts based on the search characters provided.

The following options may be available based on the current status of the account. The following is the description for each potential option.