How to Invite or Add New User Account

This document outlines the steps for inviting users through the User Accounts page and the User Dropdown.

Introduction

CloudNetra’s user management module includes an Invite User functionality, enabling administrators to invite new users to the platform. Invited users receive an email with credentials and can be assigned roles based on their responsibilities.

Inviting a User via the User Accounts Page

To invite a user from the User Accounts page, follow these steps:

Step 1: Navigating to the User Accounts Page

1. From the Settings option in the left side panel, click on User Accounts.

2. The User Accounts Page displays all existing users, including both the default user and previously invited users, in a table format.

   

Step 2: Click on the Invite User Button

1. On the User Accounts page, click the Invite User button.

2. This will redirect you to the Add User Account page.

   

Step 3: Fill in Personal Information

1. Enter the First Name and Last Name of the user (both are mandatory).

2. Enter the Email of the user (mandatory).

Step 4: Select User Role

1. In the Select Role dropdown, choose between:

   1. Admin: Full access to the platform’s functionalities.

   2. User: Limited access (Only Read or view permission) based on predefined permissions.

Step 5: Send Invitation

1. After filling out the required fields and selecting a role, click Send Invitation.

   
2. The user’s information will be saved, and an invitation email with credentials will be sent to the specified email address.

3. The newly invited user’s details will appear in the User Accounts Table.

Inviting a User via the User Dropdown

You can also invite users by accessing the Invite User option from the User Dropdown. Follow these steps:

Step 1: Open the User Dropdown

1. Click on the User Dropdown from the top-right corner of the page.

2. Select Invite User from the dropdown options.

   

Step 2: Redirect to Add User Accounts Page

1. This action will redirect you to the Add User Accounts page.

Step 3: Follow the Same Process

1. The process for adding user details, selecting a role, and sending the invitation is identical to the steps mentioned above for Inviting a user via the User Accounts page.