Cloud: Adding and Inviting Users
This article will guide you through the e-mail invitation process of adding additional users to your Appspace server instance. This workflow covers the steps to create and send out the invitation, along with the subsequent user account creation process.
- The ability to invite users require at minimum the Portal Administrator, Network Administrator, or User Management role
Creating and Sending User Invitations
From the User Management homepage, begin by selecting the network that contains the user group that you would like to invite new users to join. In the main user listing area, click on the + (Invite Users) icon from the toolbar.
On the Invite Users window, proceed to enter the e-mail address of the user to be invited. Proceed to select the correct Group from the drop-down menu for which this user is to be added to.
If you do not see the desired group from the drop-down menu, it is because you did not select the correct network (or sub-network) that contains the desired user group in step 1. You must return to the network tree to select the correct network (or sub-network).
Once the group has been selected, you have the option to add additional roles to this user. Some of the roles may already be checked (grayed out) by default – this reflects the roles that will be automatically inherited based on the group that has been selected. When finished, click the Send button to send out the invitation(s).
You may choose to repeat this process using additional rows to send out multiple invitations at the same time.
Should there be a need, administrators have the ability to resend invitations from the user listing section. Select the user(s) to resend the e-mail invitations by checking the box(es) next to them. Click the Resend Invitations icon from the toolbar to continue.
Accepting Invitations (Account Creation)
Once a new user has been sent an invitation to join the Appspace instance and specified group, they should receive an e-mail containing options to accept or deny. Click on the “Yes, I would like to join this group” link to proceed to the registration process.
The user should be redirected to a Sign Up page. Complete the sign up process by filling in all of the various fields and click the I want to proceed with my account creation button when finished.