Inviting console users
This document provides a comprehensive guide for console users on managing the Next Identity platform. It outlines the steps for inviting new team members and assigning them specific roles and permissions within the platform.
Overview of User Roles
Console users are responsible for managing the Next Identity platform. They can be assigned different roles, each granting specific permissions and access to various features within the platform. Please note that some roles require a valid license before they can be assigned to a user.
Steps to Invite New Team Members
1. Log into the Next Identity Console
Begin by logging into the Next Identity console.
2. Invite Team Members
To invite new team members, you have two options:
Navigate to the "Invite Your Team" card and click the “+” icon under the team members section.
Alternatively, click the Settings icon and select “Manage Users” to invite new team members.
3. Enter User Information
Fill in the user's full name and email address.
4. Select a Platform View
Choose either Service Management (available only in Pro and Enterprise license) or Application Management, then click Next.
5. Assign User Permissions
Select a role and after selecting a role, click Next.
6. Set the Organizational Scope Level
Choose one of the following scope levels:
Organization
Property
Client
After selecting the scope level, configure the appropriate access, then click Next.
7. Select the Environment
Choose the environments you want to give permission to this new user.
Click Next after making your selection.
8. Review Invitation Details
Review the summary of the invitation details. If everything is correct, click Save to finalize the invitation.
9. User Activation
The invited user will receive an activation email at the provided email address. They must complete the activation process by clicking the link in the email.
For further assistance, please refer to the Next Identity support documentation or contact our support team.