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Training Invite a User to an Application

Craig Scott edited this page Jun 9, 2026 · 1 revision

Training: Invite a User to an Application

What you'll learn: how to invite a user into your application with a role. You need: Administrator access type, any application, at least one role (create one first). Time: 3 minutes.

Steps

  1. Go to Left menu → App Admin Home. (Fallback: header Search "Home".)
  2. Click INVITE USER in the quick-action row. The Invite User to … Tenant dialog opens. Invite user dialog
  3. Type the person's Email.
  4. Open the Roles dropdown and check one or more roles (or Select all). Roles dropdown
  5. Click the orange + to send the invitation.

If the Roles dropdown shows "No results found", the application has no roles yet — create one first, then return here.

No roles yet

Check your work

Go to Left menu → Access Control → App Users: the invited user appears in the table. The USERS KPI tile on Home counts them after they activate.

App Users

Try it yourself

Open the dialog, browse the Roles dropdown, then click ✗ to close without inviting anyone.

Related training

Training: Create a Role · Training: Approve Application Access Requests · Training: Create an Enterprise User

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