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Invite and edit users

Invite users and edit the user data.

Procedure. Procedure

  1. Click Add Invite users. The corresponding dialog opens.

  2. Enter one or more e-mail addresses of the persons you want to invite. Press the Enter or Space key after entering an e-mail address to add it to the list.

  3. Select the relevant role.

  4. Click Invite.

The users were created. The invited users receive an e-mail containing a link that they can use to create a password within 60 minutes.

You can edit the newly created users immediately. Enter the name or assign roles, privileges, and groups.

  1. Click the e-mail address of the user.

  2. Enter the first and last name of the user.

  3. Click Apply.

  4. Under ROLES AND PRIVILEGES, click the Roles drop-down list box to display the list of available roles. Only roles for which at least one license is available are displayed.

  5. Click the relevant role in the list. The role is assigned.

  6. If you want users to have additional privileges, click Assign privileges.

  7. Click the relevant privileges, then click Add. The privileges are assigned.

  8. To assign the user to a user group, click Add Assign group under GROUPS. All user groups are listed. The Find groups field allows you to display groups that have a certain term in their name.

  9. Click the name of the user group to which you want to assign the user.

  10. Click Add. The user is assigned to the user group and receives its roles and privileges.

  11. Click Apply.

You have assigned roles, privileges, and user groups.

To remove privileges or groups, click Remove Remove next to the relevant entry. To remove all roles, click the - entry in the drop-down list box.