Approving license members added through project invitations Follow
Project administrators can add people to projects. To add a user who is not an account member, the project administrator will also need the "Content creator" role in the license and might have to follow additional workflow depending on the authentication methods configured in the account.
To review and approve account members added by project 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.
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.