How to invite user of non-Microsoft partners?

Introduction

This article outlines the straightforward process of inviting users to your platform without using Microsoft account, ensuring efficient onboarding and streamlined user management.

To Invite Users without MS partnership to your Platform:

1. Log in to your platform  go to the "Users" tab   Invite Users. Fill in the necessary fields:

  • Email: enter the email address to which the invitation should be sent.
  • Role: select permission levels/Roles In more detail read the article User permissions and roles
  • Seller / End-Customer organization: select Organization to which you want to invite user. You can select Organizations (drop-down menu or search), that are registered on your Seller platform. For Seller organization users, choose Resellers. For Customer organizations - choose Customers.
NOTE! Select "Custom User Database" as an Identity Provider (read more about setting identity providers in the article What is Authentication Management?)

002.png

After sending the invitation, the system notifies that the user has been invited.

2. User should receive the following (similar) email:

nnq.png

 

Note! The invitation is valid for 7 days.

3. After the user clicks "Activate account", it forwards to the platform, where the system prompts to create a password.

002.png     

The password must contain at least 10 characters, at least one uppercase, or capital, letter (ex: A, B, etc.), at least one lowercase letter. The password must contain at least one number digit/symbol (ex: 0, 1, 2, 3, -, etc.).

4. A pop-up window appears, where the user should enter their email and password created in the previous step, and then select "LOG IN".

When the user is logged in to the platform for the first time, a pop-up window with a "Terms of Service" appears:

Note! The "Submit" button remains unavailable until you download the Terms of Service.


a. click "download" to download the Terms of Service.
b. check the checkbox "I agree...".
c. click "Submit" to continue.  

003.png

Was this article helpful?

0 out of 1 found this helpful

Add comment

Please sign in to leave a comment.