Approving license members added through project invitations Follow
License administrators can add people to projects, but they will require approval if there is no automatic assignment of authentication methods. If your Revizto account does not have a default authentication method, or authentication methods assigned based on email domains, then new users will need to be approved and assigned an authentication method by an administrator.
Required permissions
Approving pending users can be done by license administrators or account admins.
You can view your account role from the Account details page or Manage account details page in Workspace. See Roles in the account for more information.
To review and approve account members added by license administrators:
- Sign in to ws.revizto.com.
- If you are a member of several accounts, ensure that the correct account is selected.
- Open the Tools dropdown and select User management. If you do not see User management see Required permissions.
- Click Waiting for approval on the top toolbar. The number of users waiting for approval will be displayed over the button.
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Select the checkboxes next to the users and click Approve.
- Review the list of selected users. You can click
next to a user to remove them from the selection.
- Review the authentication method and other license member parameters, and edit them if necessary.
- For descriptions of available roles, see Roles in the license.
- You can select user tags, a company, a department, and a location from dropdown lists. If a value is not in the list, you can enter it here.
- Click Approve.
Automatic authentication assignment workflow
If the user’s email address belongs to a domain associated with an authentication method:
- The user is added to the account with this authentication method.
- The user’s license role is set as follows:
- If the user is eligible for the Guest role, they get the "Guest" role.
- Otherwise, they get the Collaborator role.
If there is a default authentication method configured in the account:
- The user is added to the account with the default authentication method.
- The user’s license role is set as follows:
- If the user is eligible for the Guest role, they get the "Guest" role.
- Otherwise, they get the Collaborator role.
Else:
- The user is added to the "Waiting for approval" list.
- The user status in the project is "Pending approval."
- All account admins get email notifications that the user was added to a license.
- Once an account admin reviews the user parameters and approves the invitation, the user is added to the list of license members and gets an invitation email.
Troubleshooting
Q: I don’t see the Company, Department, or Location field when I approve invitations to licenses.
A: The field is hidden. To learn how to show it, see Customizing license member fields.