Manual invitation of a user with license
Manual invitation of a user with
license
A licensed user is invited to an idgard® account by being sent a registration link via email. There are two methods to send the registration link to a user: Manually or Automatically. If you want to send the invitation to the user manually through your email client, your email program must be set as the default program on your computer. The invitation text is sent to your email client and can be customized by you.
If the "Send server side invitations" function is activated in "Administration > Enterprise settings", the invitation with the registration link will be sent server-side after the user requiring a license has been created. This function can only be executed by a user with administration rights. The registration link is sent in the background and cannot be influenced. After the one-time automatic sending of the registration link, it is available in the user's profile for a renewed manual sending, if this should be necessary.
To
invite a user with a guest license to idgard®, this user must be created in the
module Guests or as a user with a full license in the user administration.
Manual invitation
- Open
the profile by clicking on the name.
- Select
the "Send invitation" function in the bottom right corner.
- You
will be shown a standard invitation text with registration link.
- Activate
"Open in e-mail client", the text with the registration link will be
transferred to your e-mail client The invitation text can be customized by you
afterwards.
- Send
the invitation via your e-mail client.
With successful registration and one-time login, the user is invited to your account. After the user has registered, his status is set to "active". For data exchange this user has to be added to the box afterwards. If the administrator of your idgard® account has written an individual text template for the registration, only this template is available for you to choose from. When transferring it to your email client, this text can be changed by you.
Proceed as follows:
- Open
the administration in the sidebar on the left.
- Click
the 3-dot menu in the toolbar at the top right.
- Select
the "Send
server side invitation"
function.
This article did not answer your question?
We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible.
Related Articles
Registration of a full license user
Registration of a full license user You have received an invitation to idgard® through a registration link from the administrator. In order to participate in the data exchange within idgard®, you will need the appropriate registration data. Proceed ...Reset login data or transfer license to another user
This function is located at the bottom right of a user's profile. To open the profile, you either need the authorization of a technical administrator and can open the profile in the user administration, or you have created this person as a guest in ...Enable automatic invitation of a user
Enable automatic invitation of a user Send an invitation automatically by sending the registration link via a server. Every time a new user is invited, the standard invitation text with the registration link is sent in the background. It is not ...Converting a guest license user into a full license user
A regular guest is permanently bound to this license It is not possible to convert a guest license user into a full license user. If you want to provide a user with a different license, you must first delete the user with the guest license and create ...License consumption of a full license user
A user with a full license can create guests and/or data rooms depending on the assigned permission. In each case a license is required, which thus reduces the license pool of your idgard account. For control you have in the administration an ...