Add new users

Invite new users to your SoftwareOne Marketplace account.

Account administrators can add new users to the account from the Users page.

Once a user is added, they will receive an invitation email containing a unique link. To join the account, the user must accept the invitation and complete the registration process within 7 days. Otherwise, the invitation expires and must be resent.

Before you begin

Before adding a user to your account, note the following points:

  • Ensure you have the user's email address and full name.

  • Make sure the user is not already added to the account. If they are, the platform displays a message.

  • When adding the user, make sure to assign them to the correct group. For information on creating or updating a group, see Groups.

Adding a new user to your account

To add a new user:

  1. Go to Settings > Users, then select Add.

  2. Provide the following information for the user you want to add:

    1. Email - Enter the user's email address, then select Next.

    2. User details - Enter the user's first and last name, then select Next.

    3. Groups - Select the groups to which the user must be added. You must choose at least one group. When done, select Next.

    4. Overview - Review the details you have provided and select Add. The user is added to your account, and the invitation email is sent to them.

    5. Summary - Select View details to view the user's details page. Otherwise, select Close. To share the invite link directly with the user, select the copy icon <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M360-240q-33 0-56.5-23.5T280-320v-480q0-33 23.5-56.5T360-880h360q33 0 56.5 23.5T800-800v480q0 33-23.5 56.5T720-240H360Zm0-80h360v-480H360v480ZM200-80q-33 0-56.5-23.5T120-160v-560h80v560h440v80H200Zm160-240v-480 480Z"/></svg>.

After adding the user, advise the user to locate the invitation email from SoftwareOne Marketplace and accept the invite.

SoftwareOne Marketplace's account invitation email.
circle-info
  • To resend the invitation, go to the Users page > select the actions icon (•••) for the user > select Resend invitation link.

  • To copy the invitation as a link and share it with the individual, go to the Users page > select the actions icon (•••) for the user > select Copy invitation link.

  • If the invitation has expired, go to the Users page > select the actions icon (•••) for the user > select Send new invitation.

To learn more, see Manage User Invitationsarrow-up-right.

Last updated

Was this helpful?