Last updated on January 18, 2016

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.

This article provides the instructions to invite users within the Users extension.

• Creating and Sending User Invitations
• Resending Invitations
• Accepting Invitations (Account Creation)

Note

In Appspace 5.5, the Invite User function has replaced the Import User function from previous releases.

Prerequisites

• The ability to invite users require at minimum the Portal Administrator, Network Administrator, or User Management role.
• For On-Premise deployments, when using AD/LDAP Authentication, email addresses must be created in Active Directory prior to creating user invitations in Appspace.

Creating and Sending User Invitations

1. From the Users 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.

   
   
   

2. 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.

   

   Note

   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).

3. 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).

   

   Note

   You may choose to repeat this process using additional rows to send out multiple invitations at the same time.

4. Back on the Users homepage, you should be able to confirm the successful invite that was sent by clicking on the appropriate user group. These invites will appear with a “Pending” status.

   

Resending Invitations

1. 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.

   
   
   

2. A pop-up window will ask you to confirm before resending the invitation(s). Click Confirm to complete the process.

   

Accepting Invitations (Account Creation)

Once the invitations are sent out, the user(s) invited will receive an Invitation e-mail from Appspace.

1. In the email received, click ‘here’ to accept the invitation. You will be prompted to login to your account or create an account if you do not have one.

   
   
   

2. In the Sign Up page, fill up the necessary fields, check the ‘I have read and agree to the entire Customer Agreement’ check box, and click ‘I want to proceed with my account creation’.

   
   
   

3. If successful, in the Join Group Invitation window, a message confirming the the join is displayed. Click ‘Proceed to Appspace’ to login to the Appspace server and access your user group.

   

   Note

   If unsuccessful, repeat steps 1 to 3 above.