Inviting Users to Organization
From the Access page, you can invite people to join your Organization as users. They will receive an e-mail invite and will then be able to access your Organization with the permission level you've assigned to them.
Important - User Invite Permission Required!
You can issue an invite to a user to join your Organization only if you have the required permissions. The invite user permission can be conferred either with the Administrator Managed Permission Policy or a Custom Permission Policy that includes a
config:createaction for theorgUserInvitationresource.If you attempt to invite a User to your Organization but you don't have the required permissions, you'll receive an error.
To invite a User to join your Organization:
1. Select Settings>Access. The Access page opens with the Users tab selected.
2. Select the Invitations tab. Any invitations previously issued for your Organization are listed.
3. Select Invite User. The Create invitation page opens.
4. Enter the Invitation Details for the User:
The name and contact details you need to enter for the invite differ:
If the invited User is already a m3ter user and holds a m3ter account, the First name, Last name, and Contact number are optional.
If the invited User is not already a m3ter user and does not hold a m3ter account, the First name, Last name, and Contact number are required.
5. If you want to make the invited User's access to your Organization time-bound, use the pop-up calendar to enter the date you want their access to cease in the Access end date field.
6. If you want to make the invitation time-bound, use the pop-up calendar for the Invite expiry date to enter the date you want the invitation to expire. Note that by default the invitation expiry date will be set at 30 days in the future.
7. Use the Permission Policies drop-down selection list to select the Permission you want to assign to the invited User. Note that when the User has joined your Organization, you'll be able to edit the Permission Policies assigned to them.
8. Select Invite User. The Invitations Details page opens for the invited User and the User will receive an e-mail inviting them to join your Organization:
If the User is already a m3ter User and has a m3ter account, they can click a link and use their credentials to log into your Organization.
If the User is not already a m3ter User and does not already have a m3ter account, they will be invited to create a m3ter account before logging into your Organization.
9. On the Access>Invitations tab, your Invitations are listed:
EMAIL ADDRESS. The invited User's email address.
ACCESS END DATE. The date you set for the invited User's access to your Organization to end.
EXPIRY DATE. The date on which the invite expires - after that date the invited User will no longer be able to accept the invite. By default, any invite is valid for 30 days from the date you sent the invite.
ACCEPTED. Whether or not the invitation has been accepted.
PERMISSION POLICIES. The Permission Policies assigned to the invited User.
10. When an invited User has joined your Organization, they appear in the Users tab on the Access page:
If you entered an ACCESS END DATE for the invited User's access, this will be shown.
Their STATUS is shown as ACTIVE.
See: Managing Users and Assigning Permission Policies.
11. At any time, you can open the Access>Invitations tab and select the NAME hotlink text of an invited User to open the Invitation Details page for the User. This shows the details of the invitation including the Permission Policies assigned to the invited user.
Additional Support
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