Inviting Users to an Organization

If you are an orgadmin, securityadmin, or useradmin, you can invite people to join your organization. This tutorial demonstrates how to use the DeltaStream Web application to send invitations.

Invite a User

1. Towards the top of the screen, use the Org and Role dropdown menus to select the organization and role you want.

   
2. Verify that your role has been granted the MANAGE_MEMBERS privilege. The built-in useradmin and orgadmin roles have this privilege by default. In the left-hand navigation, toward the bottom, hover over the Profile icon, and from the menu that displays click Access Control.

   
3. When the Access Control page displays, click Users, and then click Invite User. The Invite User box displays.

4. Complete the requested information, including any additional roles you wish to grant them.

   1. In the Granted Roles drop-down menu, click each role you wish to assign them. When you’re done, click outside the menu to close it. If you select a role in error, simply click it again and DeltaStream removes it from the list.

5. Click to select the role you wish this person to have when they first log on to DeltaStream

6. When you’re done, click Add. The person’s email address now displays in the Invited Users section.

Cancelling an Invitation

If you've invited someone in error, it's easy to change your mind and revoke an invitation. To do this:

1. Under Invited Users, find the person you wish to uninvite.

2. Click Cancel Invite.

3. At the Revoke Invitation prompt, enter the person’s email address and click Delete. The system displays a message alerting you that the person’s invitation was revoked, and removes their name from the Invited Users list.

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