Inviting Registered Users and Data License Administrators

The User Invitation Form allows both Data License Administrators (DLAs) and ePub Supplier Administrators to send invitations efficiently to register users or add administrators within a customer profile. This feature provides a manual method for adding individual users while ensuring all details are accurately entered before invitations are sent.

Note

User Invitations can only be sent by an ePubs Supplier Administrator using the User Invitation Form after switching company to a customer profile or a Data License Administrator working within a customer profile.

Access the Invite User Feature

1. Click the Profile & Team icon on the Main Toolbar.
2. Click on Team & Admins option from the Collapsible Left Menu.
3. Click the INVITE USER(S) button.
4. This action will load the  User Invitation form into the Bottom Slider Feature Panel.
5. Fill out the form by entering the required user details all the users that are to be invited:
   Name: The full name of the user.
   Email: The user’s email address.
   Enter Notes: Optional comments to include with the invitation.
6. Click the INVITE button to send invitations via email to all the users in the Invitation List.
7. Click the RESET button to clear the form.

User Invitation Form

Table 1 My Profile Details Data Columns

Label	Description
Checkbox	Enables invitation of Data License Administrator user.
Name	Enter User’s First and Last Name. The first blank space will separate the first and last name in the NIVOMAX Identity Manager. Example: “John Smith Roberts” will split into First Name: “John” and Last Name: “Smith Roberts”.
Email	The email address used to send the invitation.
Notes	Include any additional comments to send with the invitation.
ADD USER Button	Adds the user to the temporary invitation list.
INVITE Button	Sends an invitation via email to all the users in the Invitation List.
RESET Button	Resets all the form fields.
Invitation List	Displays a list of users added to the Invitation List. Click the Delete button to remove users from the list.

Inviting Data License Administrators

When inviting Data License Administrators (DLAs) using the User Invitation Form, only one invitation can be sent at a time. This restriction ensures precise control and prevents accidental large-scale invitations to DLAs.

How to use

1. Click the Profile & Team icon on the Main Toolbar.
2. Click on Team & Admins option from the Collapsible Left Menu.
3. Click the INVITE USER(S) button.
4. This action will load the  User Invitation form into the Bottom Slider Feature Panel.
5. Click the checkbox at the top labelled Invite Data License Administrator. When this option is selected, the ADD USER button is removed, and the form is restricted to allow only one invitation at a time.
6. Fill out the form by entering the required user details:
   Name: The full name of the user.
   Email: The user’s email address.
   Enter Notes: Optional comments to include with the invitation.
7. Click the INVITE button to send an invitation via email to to the user, upon acceptance the user will be created as a Data License Administrator.
8. Click the RESET button to clear the form.