Inviting console users

Edited

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.

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