By default, most user accounts are created when users log in with Single Sign-On for the first time, either as an applicant or reviewer. Below is a full list of how user can be created in the platform:

• Self-registration - Most common for external applicants
• When logging in with Single Sign-On - Most common for internal applicants
• When added as a user by another Admin from the Admin tab > Manage Users section.
• When assigned as a reviewer:
  • In an Applicant-Driven Routing Step, this happens as soon as the application is submitted.
  • In other routing steps, this happens when they are assigned their first review.
    • If they are assigned to a first routing step, they receive an account activation email at the same time as the review assignment email.
    • If they are assigned to a later routing step, they receive the activation email as soon as the review opens, but the specific review information comes via the Review Requests Digest email.
  • In the organization hierarchy as part of Department Driven Routing Steps, but they do not receive the activation email until their first review is assigned.
• Being added an applicant proxy on someone's account for the first time if their account does not already exist.
• When added as a progress report delegate for the first time if their account does not already exist.
• When added as a Co-Administrator for the first time if their account does not already exist.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.