Invite users

To add a new user to your account or to a specific data center, you need to send an invitation email with an activation link to this user.

NOTE: Sitefinity Insight uses Microsoft Azure Active Directory for authentication. If you do not have an account, follow the instructions in the invitational email to create an account. Sitefinity Insight works with both Azure Active Directory Accounts and Microsoft Accounts. An Azure Active Directory Account is obtained from the users’ organization and Microsoft Account is typically for personal use.

PREREQUISITES: To invite users in your account, you must have the Account Administrator privileges.

You can invite new users to your Sitefinity Insight account and manage their permissions for the account and data centers. Perform the following:

1. Go to your account and navigate to Administration » Users » Invite a user.
2. Enter the email of the user you want to invite.
3. Select one of the following options for user permissions:
• All data centers and account management
• All data centers
• Selected data centers
  Click Select and, from the list that appears, select the data centers you want to grant this user access to.
  For more information on user rights, see Manage users in accounts and data centers.
4. To allow the user to see personally identifiable information (PII), such as emails, perform one of the following:
   • If you have selected All data centers and account management or All data centers, under Allow this user to see visitors personal information, select Yes.
     For more information, see Manage Personally identifiable information.
   • If you have selected Selected data centers…, for each data center that you include in the selection, select Yes in the Access to visitors' personal information column, to enable the invited user access to PII.
5. To send the invitation, click Invite.

RESULT: The user receives an invitation email. To activate the account, the user must follow the activation link in their invitational email and register in Sitefinity Insight.