How to Invite New Users on the Platform
Learn how to invite new users to your environment on the platform by accessing internal settings and using the user module.
In this guide, we will learn how to invite new users to your account on the platform. Only by inviting these users into your environment will they be able to access existing groups and information.
Let’s get started
On the home screen, you will find the settings card. This card allows you to access the internal settings of your environment. If you can’t find the settings card, you need to contact your environment’s admin so they can grant you access.
Inside the internal settings, you can access the Access Management module. There is a button to invite new users. To do this, click the plus button and select the emails of the people you want to invite.
You can enter more than one email in the same invitation, even copy and paste these emails into this text box. With the emails selected, you can choose whether to perform some actions on this user’s invitation.
You can make a user an admin of this account, allowing them to access and view all your account information on their first login. This action can be done in bulk, selecting one or more users at once.
Additionally, you can choose the type of authentication for the invitation: by password, where they will need to create a login password, or via SSO, using Google access.
Once invited, a success message will appear. You will be able to identify them in your user list.
