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Invite People

Send email invitations to prospective users to join your organization through self-registration. EmpowerID creates an inactive Person object and emails the invitee a registration link. The invitee must complete registration within the specified timeframe, or EmpowerID automatically deletes the inactive account.

Prerequisites

  • Access to Identity Administration in EmpowerID
  • Permissions to invite users
  • Email address for the prospective person
  • Business role and location information for the invitee

Invite a Person

  1. On the navbar, expand Identity Administration and select People.

  2. Click Invite Person. Invite Person action
    This opens the Invite User form. Invite User form

  3. Enter the following information:

    • First Name - Invitee's first name
    • Last Name - Invitee's last name
    • Email - Invitee's email address (required for receiving invitation)
    • Country - Invitee's country (optional)
    • Primary Business Role and Location - Click Select a Role and Location, then:
      • Search for and select a Business Role from the Business Role tree
      • Click the Location link and select a location from the Location tree
      • Click Select to confirm the selection
    note

    All people must have a Business Role and Location assigned.

  4. Click Submit. Submit invitation

  5. Click Submit to close the Passwordless Email Sent confirmation message. Email sent confirmation

Results

  • Inactive Person object is created in EmpowerID
  • Invitation email with registration link is sent to the specified email address
  • Invitee receives instructions to complete registration
  • Upon successful registration:
    • Person object becomes active
    • Person can authenticate to EmpowerID
    • Person is assigned to the specified business role and location
  • If registration is not completed within the configured timeframe:
    • Inactive Person object is automatically deleted
    • No further action is required

Understanding the Registration Process

The invitee receives an email containing:

  • Welcome message
  • Registration link
  • Expiration timeframe
  • Basic instructions for completing registration
tip

Monitor pending invitations through the People management interface to track registration status and follow up with invitees as needed.