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workflow invite_users

EDAMAME Dev edited this page Jul 2, 2026 · 2 revisions

Invite and onboard end users


Workflow

📚 Invite and onboard end users

Overview Step-by-step guide to inviting end users to install the EDAMAME Security app and start onboarding, either by sending invitations or enabling self-onboarding. This walkthrough stops before actually sending invitations so it is safe to run against the live demo workspace.

➡️ View the related feature

🪜 Steps

1. Open the Onboarding page

Open the Onboarding page from the End-users section of the sidebar. The stat cards at the top (highlighted) track onboarding progress: in progress, onboarded users vs. plan limit, total users, and disabled users.


Open the Onboarding page

Step 1: Open the Onboarding page


2. Choose invitation or self-onboarding

In the 'Invite users to install the app' card (highlighted), the self-onboard toggle lets users onboard themselves without an explicit invitation. Leave it off to invite users by email in the next step.


Choose invitation or self-onboarding

Step 2: Choose invitation or self-onboarding


3. Enter emails and send invitations

Type one or more usernames/emails (comma-separated) into the invite field. Each user receives an email to install the app. Review the entry, then click 'Add Users' (highlighted) to send the invitations.


Enter emails and send invitations

Step 3: Enter emails and send invitations



🏠 Navigation


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