Summary

New users need to be invited to access an organization by users with the according permissions. Invitations can then be used by users to create accounts within an organization. The current document provides a detailed description on the process in question. 

Sending invitations

In order to send a new invitation, the “Organizations” section under “Management portal” is to be selected. From there the “Edit” button on the chosen organization is to be used.  

Under the “Invitations” tab a list of the pending, accepted and denied invitations can be found. New invitations can be sent, using the “+” button.

In sending an invitation an email for the receiving party, first and last name, default username and an expiry date for the invitation are required.

The next step in completing the invitation is selecting the companies within the organization, to which the user is invited, using the check boxes at the beginning of each company line. Further, the default username of the invited user can be set per company, e.g. in the occasions where an invitation is applicable to multiple companies.

Finally, the connected applications per chosen company, to which the invitation is applicable, are to be selected, using the check boxes in front of each application. The default username of the invited user can be set per application, e.g. in the occasions where an invitation is applicable to multiple applications.

 After the invitation has been finalized, it is listed as “Pending” until the invited user takes actions to accept it.

Responding to invitations

The invited party receives the following invitation email, containing the name of the organization, the URL link and the invitation code to be used in creating an account.

After clicking on the URL link, provided in the invitation email, the following page will open. The “Sign up now” function is to then be selected.

In creating an account, the following information is to be filled in. The given email is to be verified through a code, sent via email. The invitation code from the invitation email is to also be entered. After filling in all the information required, the new account is created.

After creating the new account, the user can log in, using the set email and password. The new user has access to the following page.

Approving pending users

The newly created account is listed as pending under “User approval”, available solely to administrator parties, from where the account can be approved or denied.

After being approved, the user account is granted access to the according organizations.