Want others to experience working on Atlan? Inviting new users on Atlan is super easy. As an admin, you can easily send an invite to a new user to sign-up on the platform.
Just follow the step-by-step guide given below to know how to do it.
A Step-by-step guide to inviting users
Step 1: Go to the ‘Governance’ tab on the left.
Step 2: Click on the ‘Users’ option given under the ‘Members’ section.
Step 3: Click on the ‘+ Invite Users’ button in blue, given on the top right.
Enter their email id of the user. You can enter multiple email ids.
Note: If you are adding email one-by-one just press enter after each id. In case you want to bulk copy-paste user id's, you can do that as well. Just make sure that they are all comma-separated.
Choose an appropriate role for the new user. These roles help you attach ready-made access policies to the new users. The function of each role is mentioned in the UI itself.
Add user/users to a group. Groups determine the data catalogs and workflows the new user/users will have access to.
For example: If you add a new user to the 'Ecommerce' group, they will access to all the catalogs and workflows added in that group.
After choosing the role and group, just click on the ‘Send Invitations’ button.
Tada! Your user is now invited! They will receive an invite email from hello@atlan.com with a sign-up link.
How to manage users
As soon as you send out an invite, just click on the ‘Invitations’ tab under ‘Members’. The will show all invited users with a status tag. Newly invited users will show status as "Pending".
Note: The invite expires automatically in 7 days. The admin can resend the invite by clicking on the ⚙️ icon displayed on the left of each user whose status is still 'Pending'.
If you have any other queries, feel free to reach out to us at support@atlan.com.