Add Users to ControlUp
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    Add Users to ControlUp

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    Article Summary

    There are multiple ways to add users to ControlUp:

    • If you use SAML, an account is automatically provisioned when a new user signs in to ControlUp with SSO. The user account is assigned the default user role for provisioned accounts, as well as the role assigned to the user's IdP group. Read SAML Single Sign-On for more details.
    • You can manually invite a user by their email address. When a user accepts the invitation, they can create their account by using Azure or Google OAuth, or by creating a username and password. Read Manually invite users below for details.
    Tip

    You can control allowed login methods by going to Global Settings > Login Methods. Learn more.

    Manually invite users

    To manually invite users to the DEX Platform:

    1. Go to Global Settings > User Settings > Invite Users.

    Invite Users Button.png

    1. Enter the email addresses of the users to invite and select a role for each user. You can add multiple email addresses on a single row, separated by a space or a semicolon. You can invite up to 100 users at a time.

    Invite Users2.png

    1. Click Send Invites.

    The invited users receive an email with a link to accept the invitation and sign up for their account using any of the allowed login methods for your organization. The invitation link is valid for 72 hours. A user's status changes from Pending to Active after they accept the invitiation.

    User Pending Invite.png

    To resend the invitation link, click the arrow menu and select Resend Invite.

    Resend invite link.png


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