Invite usersGetting started with Springboard
This topic details how to invite users to Springboard.
Invite users
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In the Applications Manager screen, click Users in the sidebar. For more information, see View users.
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On the Users screen, click + Invite in the top right corner of the Users section.
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In the Invite User screen, enter the user’s first name in the First name field. Required fields are notated with an asterisk (*).
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In the Last name field, enter the user’s last name.
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In the Email field, enter the user’s email address.
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For any existing applications, select a role for this user.
You can add roles later from the Users page or from an application. If you don’t add access roles now, the user’s default role is Workspace Viewer with no access to any applications. -
To email the user an invitation to Springboard, click Send Invite. To exit without creating a user, click Cancel.
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In the Users list, verify the status of the new user is Awaiting Activation.
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Point to the new user and click View/Edit to the right of the entry.
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In the View User screen, verify the information is accurate. To close the screen, click Save or the X in the top corner.
When the user accepts the email invitation, the status displays as Active. If the user does not receive the email invitation in their inbox, ask them to look in the spam folder. If the invitation is not in their inbox or spam folder, verify the email information. If your troubleshooting efforts are unsuccessful, contact support@lucidworks.com.
Based on your user permissions, you can edit or delete users. For more information, see Edit or delete users.
Additional information
For conceptual information, see Users.