Managing End Users

Guidance for inviting users, creating groups, and controlling entitlement access.

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Invite a new user

1. Go to the Invitations page
2. Click Create (top left)
3. In the INVITE USERS window:
   • Enter Recipient name and Recipient email
   • Select the group(s) to invite the user to
   • Click Assign Admin access if you want to make them an Administrator
   • Edit the default message if needed
4. Click Invite

Bulk import

You can import users from a CSV file with this format:

email,name
user1@yourdomain.com,User1 Name
user2@yourdomain.com,User2 Name

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Create a User Group

1. Go to the Groups page
2. Click Create (top left)
3. Enter the Name, Type and Description
4. Select the entitlements this group can access

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Manage a User Group

1. Go to the Groups page
2. Click the '...' button for the relevant Group
3. Select Members
4. Select or de-select users
5. Click Apply

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Delete a User Group

1. Go to the Groups page
2. Click the '...' button for the relevant Group
3. Select Remove

Note

The system-assigned default Group cannot be deleted.

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Set Entitlement access

An Organisation can have multiple Entitlements, and each Entitlement can have multiple Licences. Control which groups can access entitlements:

1. Go to the Groups page
2. Click the '...' button for a Group, then View details
3. Click Edit
4. Select or de-select entitlements
5. Click Apply