License administrators and project administrators with Content creator license role can add users to a license.

If an invited person is not a registered Revizto user, the invitation email includes a registration link (valid for 72 hours). License administrators can resend invitations at any time.

• Adding  users to licenses from the "Users" page
• Importing users to licenses from spreadsheets
• Adding users to licenses through project invitations
• Handling duplicate invitations to licenses
• Resending license invitation emails
• Troubleshooting

Adding users to licenses from the "Users" page

A license administrator can add people to a license from the "Users" page.

To add users to a license:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Click Add users.

5. Enter the user details.

• For descriptions of available roles, see Roles in the license.

• You can select user tags, a company, a department, and an office location. If a value is not in the list, you can enter it.

  Troubleshooting:

  • I don’t see the Company, Department, or Office Location field when I add people to licenses.

• You can add users that are already license members. This will update some of their fields. For more information, see Handling duplicate invitations to licenses.

6. To add more people, click Add new and repeat step 5.

7. Click Import.

   This sends an invitation email to each new license member. To learn how Revizto handles attempts to add users who are already license members, see Handling duplicate invitations to licenses.

Importing users to licenses from spreadsheets

A license administrator can import people to licenses from CSV, XLS, and XLSX spreadsheets. You can see Importing and exporting users for more information.

Adding users to licenses through project invitations

Project administrators with the Content creator or License administrator license role can add people who are not license members to their projects. For more information, see Adding people to projects.

An invitation to a license made by a project administrator might require a license administrator’s approval. This depends on the authentication methods configured in the license. To learn how to approve invitations, see Approving license members added through project invitations. In Revizto Workspace, if the project administrator that made an invitation is also a license administrator, they are prompted to approve the invitation immediately.

Handling duplicate invitations to licenses

When a license administrator adds people that are already license members (license members with the specified email addresses already exist), the following rules apply:

• License member profiles are updated with the data provided in the latest invitation, except for their first name and last name.
• If a license member is deactivated and a license slot is available, they are activated.
• If a license member is deactivated and a license slot is unavailable, they stay deactivated.

Resending license invitation emails

If a person who was added to a license hasn't registered at Revizto Workspace, a license administrator can resend the registration link. Each link is valid for 72 hours.

To resend invitations to multiple users:

1. Sign in to ws.revizto.com.

2. If you are a member of several licenses, ensure that the correct license is selected.

   

3. Go to License Management Tools, and then select User Management.

   

4. Select the checkboxes next to one or several users with "Pending" status, and then click Resend invitation.

   

5. Review the list of selected users, then click Send.