How to
Invite a User
Expand your team's access to the WinCC OA License Portal with this skills video. Learn the simple steps to invite new users, manage their permissions, and enable collaborative license management within your organization.
Video Information
- Length
- 1:10
- Language
- English
Transcript
Let's walk through the simple process of adding a new user to your group, ensuring they get set up quickly and correctly.
Begin by navigating to and selecting the specific group where you wish to add a new user. This ensures the user is associated with the correct team or project from the start.
Once your group is selected, proceed to the Users section. This is typically found in the left-hand navigation pane or a similar dedicated menu. From the Users section, you'll find an option to Invite User. Enter the new user's email address. An invitation email will automatically be sent to them.
During the invitation process, you'll have the opportunity to define the new user's role within the group. For instance, you can designate them as an admin or assign another appropriate role based on their responsibilities.
After sending the invitation, the new user will initially appear under Pending Invitations. They will not yet be listed as an active member of the group until they accept.
The final step is on the new user's side. Once they receive the invitation email and accept it, their status will automatically update. They will then move from Pending Invitations to the active Users list within your group, ready to collaborate.