SDX-Cloud: Invite new Users

Overview

This article provides a step-by-step guide on how to invite new users to the SDX-Cloud platform, covering the invitation process, sign-up steps, and common issues that may arise.

How to Invite New Users

• Navigate to the User Management section in SDX-Cloud.
• Click the "Add New User" button in the top right corner.

• A popup appears allowing you to enter one or more email addresses.
• Bulk Import: Use this if you need to invite multiple users at once.
• Click "Invite" to send invitations.

• After sending the invite, the user(s) appear in the user table.
• If you see user already exists, that email is already registered in SDX-Cloud. Emails are unique across all organizations, so a duplicate account cannot be created.
• Newly invited users show empty first/last name fields until they complete sign-up.

1. Access the User Management Screen

1. Enter User Email(s)

1. User Appears in the Table

1. Check Invite Status

User Sign-Up Process

• The invited user receives an email with a unique sign-up link.
• Delivery can take up to 5 minutes.
• If the email does not arrive, an organization admin can copy the invite link from the user table and send it manually.

• The user fills in:
• Username
• First Name
• Last Name
• Password
• Language (applied to user settings upon login)

• After submitting the form, the user is automatically logged into SDX-Cloud.
• The user initially has no project access and must be granted project permissions by an admin.

1. Email Invitation

1. Sign-Up Page

1. Completing Registration

Assigning Licenses

• Assign a license after sending the invite.
• Without a license, the user sees a notification stating they lack the necessary permissions to access the platform.
• The user can still sign up, but cannot continue past the login screen without a license.

Troubleshooting and Edge Cases

1\. Email Invitation Not Received

• Solution:
• Check the spam/junk folder.
• Copy the invite link from the user table and send it manually.

2\. User Already Exists Error

• Cause:
• The email is already in use across another organization.
• Solution:
• The user should use their existing account and request additional access from an admin.

3\. Incomplete User Details in Table

• Cause:
• The user has not completed the sign-up process.
• Solution:
• Ask the user to open the invite link and finish registration.

4\. No Project Access After Sign-Up

• Cause:
• No projects have been assigned.
• Solution:
• Assign the user to the required projects in User Management.

Additional Information

• Security Considerations: Ensure users choose a strong password during sign-up.
• Invite Expiration: Invitation links expire after a limited time; expired invites must be reissued.
• User Role Assignment: Users start with basic access; roles can be adjusted after sign-up.

\\Available translations\\: en-us