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Knowledge Base

How to invite users to the Organization (Org) in Cloud Services Portal (CSP) (79240)

Last Updated: 8/5/2022Categories: How toTotal Views: 4935Language:
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Details

This article provides steps on how to invite users to a particular Organization (Org) in the Cloud Services Platform (CSP).

Note: Two Organization (Org) Level roles are available to users: Org Owner and Org Member. Only individuals who hold the role of Org Owner are able to invite users to an organization in CSP.

When inviting users to their organization within CSP, Org Owners have the ability to invite grant access to both Org-based and Function-based roles. For more information on these types of roles, please view Roles available in Cloud Services Platform (CSP) (2151069). For more information on roles specific to particular services, please visit Service-Based Roles in CSP (79275).

Org Owners also have the ability to track the invitations sent.

Solution

Org Owners can follow the instructions below to invite new users to the Org within CSP:

Log in to the CSP Portal using your VMware ID.

Navigate to Identity & Access Management.

3. Under the Identity & Access Management header, select Active Users.

4. This will redirect to the Active Users page, where the text Add Users will be present in blue in the top left-hand corner. Select Add Users.

5. The screen will update to the Add New Users page, where new individuals can be added to the Org in CSP. To do so, the following will need to be included/selected:

User's email address

Organization Role: Select one of the following options:

Organization Member

Organization Owner

Additional Roles: Select one or more of the following options:

Billing Read-only

Developer

Support User

Service Roles: Select/add the relevant service the user should be associated with and select the role in relation to the service that they should hold

Please refer to Service-Based Roles in CSP (79275) for a list of Service-Based Roles that are currently available

6. Finally, click the Add button at the bottom of the page to send an invitation to the user via email. Please be aware that sent invitations are valid only for 7 days.
A user who is invited to join the Org can manually accept the invitation via email or by logging in to CSP.
 
Note: The status of the invitation can be viewed on the Pending Invitations tab. Only those with the role of Org Owner are able to view this tab.
If an invitation is sent in error, it can be revoked. Select the check box next to the invitation, and click Revoke Invitations. The activation link in the email is revoked and the person to whom the invite was sent cannot sign into the service.

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