Guide to Granting Access to Users and Customers on the Platform

Introduction

This article outlines the process of platform invitations for sellers and customers, as well as the steps for AAD account login and domain whitelisting, facilitating efficient user onboarding and access management.

In this article:

Seller admin, Account Manager, Customer admin (to see who can send the invitation, see an article about - User Permissions and Roles ) sends Platform Invitation to the proposed user.

Platform Invitations for Seller and Customer Roles

1.The platform registration process begins when a Seller or Customer receives an email invitation (as shown below). The recipient of this invitation must accept this invitation to be granted Customer Roles within the platform. Press "Accept Invitation" to accept.

registration.PNG

AAD Account Login and Domain Whitelisting

2. If the "Work email (AAD Account)" account option is selected during invitation, then this condition applies:

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3. The Azure Active Directory domains of the invitee have to be whitelisted against the Auth0 application before the users are invited/click "Accept invitation" (or "Activate account") from this page: 

http://prod-wa-we-createauth0connection.azurewebsites.net/home

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Key Points:

  • A platform invitation remains active for 7 (seven) days after being sent. If the recipient fails to accept within this time period, the link must be resent. 
  • If a user attempts to log in before the invitation is accepted, that user will not be displayed on the user list. They will also have no access rights.
  • If a user attempts to log in with another Identity Provider that has been invited, the user will fail to log in. 
  • Ensure there are no additional Microsoft accounts open other than this one.
  • After a user has accepted this invitation, they will be directed to the Platform to log in.

Related Content

Enabling SSO - Add consent to AppXite Auth0 app in Azure. 

 

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