Adding a User

You can add a new user to the system and add an existing user to an organization.

To assign a role to a user other than organization administrator, you must have created the role you want to assign. For more information, see Adding a Role.

If the user has already been added to the system as member of another organization, ensure that they accept the invitation and log in to the other organization once before adding them to a different organization. Check their invitation status under the Invitations tab on the Users page.

  1. Select Tools > Administration and then click Users.
    Device Cloud - Tools Menu Highlighting Administration
  2. Select the Profiles tab and then click Invite user.
  3. On the Invite User page, type the user's email address.

    To enter multiple email addresses at once, separate each email address with a comma.

  4. To specify their privileges, do one of the following:

    • select a role that identifies their privileges

    • select Org Admin

  5. (Optional) Add tags to enable filtering the list of users on the Users page.
  6. When you finish, click Invite.

  • If the email address is currently in the system, the user receives an email that indicates that they have been added to the current organization. The next time the user logs in to the Management Portal, they will be a member of this organization. They can select this organization as their current organization and access the items in the organization based on their role in the organization. If the user is already logged in, they may need to log out and log in again to access the organization.

  • If the email address is not currently in the system, the user receives an email with a link to a registration form to complete the user registration process. The user must add contact information and select a password. Once the user completes the registration process, they can log in to the Management Portal.

To view outstanding invitations, select the Invitations tab on the Users page.

To add tags or change the roles assigned to a user, click the Edit icon of the user on the Users page and update the account information.