Inviting & Onboarding Users
Administrators add people by inviting them; no one sets a teammate's password. The account is created at once, and the invitee chooses their own password through a link.
Inviting
- Open Users and choose Invite User.
- Enter the name and email, and choose a role: User, Approver, Release Manager or Admin.
- Choose Send Invite. The toast names who was invited and where the setup link went.
With mail delivery set up, the invitee is emailed a link to set their password. Without it, the link appears in the panel for you to send yourself. The link works once and expires after 48 hours. An email address that is not valid, or an address already in use, is refused with the reason.
Setting the password
The link opens Set your password. The password needs at least 12 characters, with an uppercase and a lowercase letter, a digit and a symbol; the same rule applies everywhere a password is set. The invitee then signs in with their email and that password.
While the invite is pending
Until the invitee sets a password, their card's status is Invite pending. Open it to Resend invite (a new link; the old one stops working) or Deactivate the account. A deactivated invite shows as Inactive; Reactivate and resend invite turns it back on and sends a new link.
Mail delivery
Invitations use the deployment's configured sender. Installations without one work fully; the administrator sends the link from the invite panel.