- From the Org Portal landing page, choose the appropriate Organization. Any products or services which have been applied to the Organization that the Org Portal supports will be listed on the card.
- On the TEAM page, click the INVITE button near the upper right
- Choose whether you want to invite people individually, or perform a bulk invite for multiple people at the same time. This documentation will cover the first option.
- Enter the person’s email address in the “Email Address” field
- Choose whether they will be a basic Member of the Organization, or if they will be an
Administrator who can help manage team access for others.
Note: Access to download Offline Installers is only available to Administrators
{Optional} You may choose to set the person’s permissions to products or services now,
and once they accept the invitation, the permissions will be applied and they will be
notified about their access. If you wish to do this, enable the appropriate checkbox.
Note: Some products or services may only be available for a limited number of seats. If
all seats are already assigned to other users, you will be unable to assign more.
Click the SEND INVITATIONS button. You will be notified that the invitation has been sent.
On the TEAM page, the invitation will appear at the bottom in the Pending Invites section.
The person has received an email inviting them to join the Organization at your request.
They have one week to accept the invitation before it expires.
If the invitation has expired, you can click the […] button and choose Resend
After the person has accepted the invitation, they will be shown in the Members list up
top, along with their Role and any assigned permission
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