Who can use this feature?
Only the Application Owner role can use this feature.
What is it?
To kick-start your innovation journey, you need to invite your colleagues to participate in your initiative for collaboration, silo reduction, and transparency increase.
Depending on the scope of your user onboarding, the application comes with 3 different options to invite users:
- Invite users per single account creation and notification
- Upload an xls-list to create accounts and notify the users
- Configure SSO and share the application's URL
The following description refers to the invite option number 1, i.e., the single account creation and notification.
How does it work?
Go to the settings wheel in the top right corner Settings > User Management > All Users and click on Invite Users. You just need to put their email address (hit ENTER), select a Role, and the business unit. If you have configured any mandatory fields for the user profile you are also asked to pre-select those.
Sent invitations can be tracked on the Invited Users page.
Please note: Hit the ENTER key once you added the email address. Only then the email address is being selected. You can also add multiple email addresses to bulk invite more colleagues at once. For changing the business unit options, please get in contact with your Customer Innovation Success Manager.
Once the invited user registered, the application owner receives a notification "New user has registered to the (your_platform_name)". To receive such an email, a trigger notification "A new user has registered in the system" must be enabled in the user profile.
Such registered users can be then accepted from User Requests page which is accessible to the Application Owner via Settings Wheel > User Management > User Requests menu.
Once the registered user is accepted, a link to continue with the registration process is sent, and then the user can start to use the application.