How to invite users of non-Microsoft partners?

 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:

  • Enter the email address to which the invitation should be sent.
  • Seller / End-Customer organization
  •  Role: select permission levels/Roles In more detail read the article User permissions and roles
  • 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 Sellers. 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?)

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

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

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Note! The invitation is valid for 7 days.

3. After the customer will an "Activate account" the system will direct to the platform, to create a password.

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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 will appear, Enter your email and create a password, select the Log in.

 

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

Note! The "Submit" button unavailable until you download the Terms&Conditions.
a. to download the Terms and Conditions press the "download".
b. tick the checkbox.
c. press the "Submit" button to continue.  

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