User invitation
8 min
manage user invitations and permissions efficiently by using the page to invite new users, assign them to access groups, and handle their invitations the page allows you, as an account administrator, to invite new users to the kyndryl bridge account and manage their permissions quickly and efficiently inviting users allows your collaborators to start using the kyndryl bridge account with the access level you grant them access management only grants access to the kyndryl bridge account if you need access to a specific service, follow the steps described in understanding bridge access management docid\ zrxu g76drxwkhibkquf accessing the users page from the main menu , go to administration → bridge access management → users once in the users page, you can perform a series of actions to personalize your user access needs, including the following viewing a list of users by accessing the users page, you are presented with three different cards providing relevant information for the account administrator the total users card displays the total number of users in your account the active users card displays the total number of active users in your account users who have not activated their account yet (pending status) are omitted from this total the pending invites card displays the total number of users who have not activated their accounts yet use the filter and search options to find specific users inviting new users select invite users the invite users page opens step 1 add user select the user type (internal kyndryl users or external non kyndryl users) enter the email address of the invitee(s) in the box you can add up to 10 different email accounts and validate them by pressing the "bar" key or "enter" key on your keyboard select next step 2 assign access groups select the access group(s) where the invitee needs to be associated by selecting the box next to the corresponding access group access groups are created by default and cannot be customized select next use the following table as a reference when assigning bridge access groups \<font color="#f3f4f6">user type\</font> \<font color="#f3f4f6">who needs to\</font> \<font color="#f3f4f6">select the access group(s)\</font> bridge access groups customer administrator can view, create and modify consultations can view, create, modify and delete quotations can convert quotations to subscriptions can view, create, modify and delete subscriptions can view notifications can invite users to account can invite users to the customer engament hub can view, create and modify own support tickets can view support tickets created by all users within an account can view, create, modify and delete api keys can view and create assessments administrator customer buyer can view, create and modify consultations can view, create, modify and delete quotations can convert quotations to subscriptions can view, create, modify and delete subscriptions can view notifications can view, create and modify own support tickets can view, create, modify and delete api keys can view and create assessments contributor customer technical user can view, create and modify consultations can view quotations can view subscriptions can view notifications can view, create and modify own support tickets can view, create, modify and delete api keys operator basic customer (minimum permissions) can view consultations can view quotations can view subscriptions can view assessments can view notifications can view, create and modify own support tickets viewer account administrator can view, create and modify consultations can view, create and modify quotations can convert quotations to subscriptions can view, create, modify and delete subscriptions can approve subscriptions can view notifications can invite users to account can view, create and modify own support tickets can view, create, modify and delete api keys can view and create assessments kyndryl account manager delivery partner can view consultations can view quotations can view and modify subscriptions can view notifications can invite users to account can view, create and modify own support tickets can view, create, modify and delete api keys kyndryl delivery team dpe cpe kyndryl aiops access groups kyndryl aiops administrator aiops integrated administrator kyndryl aiops technical user aiops integrated operator basic kyndryl aiops user (minimum permissions) aiops integrated viewer service access groups document administrator can view, download, upload, modify and delete documents collabdrive administrator document viewer can view and download documents collabdrive viewer customer partner and consult partner can view go to market hub can create assessments based on the recommendations listed can update the status of the assessments can promote recommendations gtm experience administrator go to market team (delivery partner, enterprise architect, technology advisor) can view go to market hub gtm experience viewer step 3 (optional) assign access policies select the scope of the bridge service you want to assign to the invitee, including roles select next step 4 review review the information and select send invite an email invitation is sent to the user such user must select the activate \<customer name> account link in that email and should follow the user onboarding docid\ gyq4gimmed2mqvaa3efov process to become a new member in your account only kyndryl com email ids can be added to these access groups note that some services are only visible by those in the kyndryl named access groups because they are currently for internal use only service specific access groups, such as kyndryl , become available after the service subscription is activated account administrators must assign both a kyndryl bridge platform access role (viewer at a minimum) and a service specific access role resending invitation select the overflow menu next to the user that you want to resend the invitation to select resend invite confirm your action revoking invitation select the overflow menu next to the user from whom you want to revoke the invitation select revoke invite confirm your action by revoking the invite, the user is no longer able to activate the account using the email invitation link viewing details the invite details shows invitation sent and expiration dates, status, and access groups assigned to that user however, this option is only available to users with a pending invitation select the overflow menu next to the user that you want to learn more about select invite details editing membership the edit membership action is displayed only to users with an active status select the overflow menu next to the user that you want to edit select edit membership select or unselect the access groups that you want to assign or remove from the user select assign deleting user select the overflow menu next to the user that you want to delete select delete user confirm your action you can delete users in bulk from the users tab simply check the box next to the users that you want to delete from this account, and select delete