ClosedAdd Users to the Infinity Portal account

You can invite users to the Infinity Portal account that you manage as an administrator. After you invite a user, the Infinity Portal sends an invitation to the user in an email. To accept the invitation, the user must click a link in the email. The invitation is valid for 30 days.

Note - All fields marked with an asterisk (*) are mandatory.

  1. Navigate to > Users and click New on the toolbar.

  2. In the Name field, enter a name for the user.

  3. In the Email field, enter the new user's email address.

  4. In the Phone field, enter the user's phone number:

    1. Select a region from the list.

    2. Enter the phone number.

  5. In the User Groups field, select User Groups for the new user from the list. You can select multiple User Groups for each user.

  6. In the Global Roles field, select roles for the new user from the list. You can select multiple roles for each user.

  7. Select Specific service roles to assign to the user.

  8. Click Add to save or Cancel to exit without saving the new user.

    The user shows with the Pending status on the full users list.

  9. When the user receives the email invitation and clicks the accept the invitation link, the Infinity Portal checks if this is a new or existing user.

    • For new users, the Infinity Portal opens with the activation screen and a request to set up a new password. The password policy shows on the same page.

      1. The user enters the password, confirms it, selects I accept the Infinity Portal terms of service and the privacy policy and clicks Activate.

      2. The Infinity Portal activates the user.

    • For existing users, the Infinity Portal approves the user and shows an approval message.

    The Infinity Portal adds the user to the account and changes their status from Pending to Active.

  10. The user clicks Back to sign in and logs in to the Infinity Portal. New users must enter their email and password.

    When the user logs in to the Infinity Portal, the account appears in the dropdown menu on the top toolbar.