Inviting users to your provider organization

Invite users to join your provider organization.

Before you begin

You must have access to the provider organization.

About this task

You can invite users to join your provider organization from the User management menu on the home page.

Procedure

  1. Log in to your provider organization.
  2. From the navigation pane, click User management
  3. Select the Users tab. The Users page displays the list of users who have access to the provider organization.
  4. Click Add > Invite user.
  5. In the Invite member page, enter the email address of the user who you want to invite as a member of the provider organization.
  6. Optional: From the Assign roles section, select one or more roles that you want to assign to the user.
  7. Click Invite.

Results

An email invitation is sent to the user to join your provider organization.

What to do next

Click the Pending invites tab under the Users tab to view the status of the invites that you sent to the users.