Inviting a new user to your globaledit Organization is simple through the Admin Panel, just add the new user's email and an optional note. Be sure to assign roles to invited user(s) right away so the new user can access their assigned spaces when logging in for the first time.
Inviting a new user
- Go to the Admin tab and from Users click Invite Users
- Select the User Type from the drop down menu - if you do not utilize Approval Galleries, the only option is Standard
- Input the new user's email, add multiple emails by separating with a comma
- Add an (Optional) invite note to be included in their invitation email.
- Select Invite
- Confirm the details and recipients of your invitation by selecting Invite
A user will be listed as Invited in the User panel once the invitation has been sent, before they've accepted the invitation and completed the signup validation process.
User Assignments
- To add a User Assignment, select the Admin tab and from Users, select a user from either the Active or Invited dropdown menu
- To the Right of the username, select 3 Dot Action menu, then select View Access from the dropdown menu
- Select the Role for each area of permissions you’d like to grant
- Select Save
Once the user has accepted the invitation and authenticated their account, their username will populate in the Active tab in the User panel.
Troubleshooting
User didn’t receive the invitation
The invitation might have gone to their spam or junk folder, was accidentally sent to the wrong email, or perhaps just got buried in their inbox.
You can always resend an invitation from the 3 Dot Action menu dropdown next to the invited user and selecting Resend Invitation. A new invitation will be sent to their email.
- If the user still has not received the invitation after it’s been resent, double check the email associated with the invitation to ensure it's correct.
- If the invite was sent to the wrong email or you need to cancel an invitation, select Cancel Invitation from the drop-down menu & send a new invite.
- If you’ve sent multiple invitations to the same user, please advise them to select the most recent invitation to begin the signup process.
Invitation Link Doesn’t Work
- It’s best to open the invitation link via Google Chrome.
- Opening the invitation link in an app like iMail or Outlook can cause the link to break upon delivery due to built-in firewalls.
- Firewalls can prevent users from opening the invitation link, whitelist: app2.globaledit.com with the company IT department to ensure globaledit can be used in browser.
New User stuck on Settings page after sign-up
If this happens to a new user:
- Advise the user to close all globaledit tabs
- Click on the original invitation link used to signup
- The link will direct them to the login page
- Advise the user to login with their email and password they set up
User logs in but there are no Workspaces or Collections
- It’s most likely that the user has not been assigned to any Roles or Workspaces yet, or has not been shared any Collections.
- Double-check their assignments in Admin > Users > Action > Assignments to make sure they are assigned to Workspaces with a Role.
- If they can't see a Collection, go to the Collection you'd like to share with them and open the Collection settings. Check to see if they're listed as a member. If not, share the Collection with them.
- If this isn't the case, advise the user to log out and back in and clear their cache.
We're here for you!
If you have any additional questions, please don't hesitate to let us know!
Email: support@globaledit.com
Phone: (888) 433-4801
Hours: Monday - Friday 9AM to 9PM Eastern Standard Time
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