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Admins invite new users by email from the People screen. You set the role and the permissions of the new user before you send the invitation.

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Send an invitation

1

Open People

Open the Admin group in the sidebar and click People.
2

Click Invite User

Click Invite User at the top of the screen. The Invite User page opens.
3

Enter the profile

Enter the First name, Last name, and Email. These three fields are necessary. You can also enter a Title, a Department, and a Manager.
4

Select a role

Select User, Manager, or Admin. See Roles & Permissions.
5

Set the permissions

Turn the permissions on or off in the Permissions section. An admin bypasses every permission, so this section does not apply to the Admin role.
6

Send the invitation

Click Send Invitation.

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Permissions on the invite page

The invite page starts with most permissions on. These four permissions start off:
  • Delete Knowledge Entities
  • Contribute to Company Knowledge
  • Edit All Skills
  • Sandbox Access
Turn them on before you send the invitation if the new user needs them. For the full list, see Roles & Permissions.
You can change the permissions later. Open the user from People, change the permissions, and click Save Changes.

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What the new user receives

The new user gets an email with an Accept Invitation link. The link opens a page where the user sets a password. The link expires after 24 hours. If RelayHub cannot send the email, a message shows a password reset link. Copy the link and give it to the new user yourself. There is no resend button. To send a new link, find the user in People and click the Reset password icon. The user gets a new email with a link to set a password. To cancel an invitation, delete the user. See Managing Users.