The Cloudiway platform allows you to add a user to your collection or invite a member to a specific project with specific roles, this is useful to let someone from your organization access the invoices or review the stats.
Before you begin, you must be signed in as an administrator for this task.
Add a user to the collection
Go to ACCOUNT, in the upper right menu, then Settings.
Click on ADD USER.
Enter the email address of the new user you want to register, then from the list, select:
- Viewer: can only view the project, license summary, and logs.
- Contributor: the contributor can perform migrations.
- Administrator: admins can perform all tasks, invite more users, etc.
If you don’t want to give a user full access to the Cloudiway platform, you can assign a Contributor or Viewer role.
Invite a member to the project
Go to your project list:
Click on the edit button:
Click on the Invite a member button:
Enter the email address of the new user you want to register, then from the list, select:
- Viewer: can only view the project, license summary, and logs.
- Contributor: the contributor can perform migrations.
- Administrator: admins can perform all tasks, invite more users, etc.
If you don’t want to give a user full access to the Cloudiway platform, you can assign a Contributor or Viewer role.
Invitation email
After adding or inviting a new user, an invitation email will be sent to the user.
Following the instruction in the email, the user can have access to your collection or your specific project.
The invitation email does not expire.
Important Note: If the invited user has already a collection on cloudiway’s platform, an alert message will inform you to delete the user’s account and restart the invitation.
You can follow the steps in this article, to walk through.