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How do I manage invitations for new users?

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User management is easy with Auvik. As an administrator of your Auvik account, you can invite (add) users, edit, or delete them from further access. If you want, you can filter your user list to show only certain users. For more information on filtering, see How to filter data in Auvik.

How to invite a new user from an multi-site dashboard

When inviting a new user from your multi-site dashboard, you can select all sites the invitee should have access to. At the same time, you can specify the role the new user should have on each account.

  1. From the multi-site dashboard, click Manage Users in the side navigation bar.
  2. From the Invitation box, click Invite User.
  3. Enter the email address of the person you want to invite. To invite multiple people to the same sites with the same role, click the + sign to add the next email address.
  4. From the list of sites, check each site the invited user(s) will be authorized on. From the Roles drop-down menu, select the appropriate role.
  5. Select whether you want the new users to use single sign-on (SSO)*.
  6. Optionally, change the authentication level for new users using the Authentication Level dropdown menu **.
  7. Click Invite.

* This setting only applies to new users. This field can be edited only if the authentication method is set to SSO for select users.

** This setting only applies to new users. The authentication level determines which site a user belongs to and controls which authentication method they can use. If the authentication method is set to SSO for all users, please make sure the user is also listed in your identity provider and are configured to have access to Auvik.

If the authentication method is set to Single sign-on for all users, you won’t be able to invite new users that already have an Auvik account—for example, consultants—because they will be using a conflicting authentication method. In this scenario, select Single sign-on for selected users.

 

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If Enforce single sign-on isn’t selected, a new Auvik user will receive an email asking them to provide some information so we can create an account for them.

 

If Enforce single sign-on is selected, a new Auvik user will receive an email asking them to accept the invitation. If the user is already logged in with your identity provider, they’ll automatically logged into Auvik. If the user isn’t already logged in with your identity provider, they’ll be redirected to your identity provider for authentication.

 

You’ll know the invitation has successfully been sent when you see that user’s name in the Invitation panel. After they’ve accepted the invitation and have provided their information, the name moves to the User panel on the left.

How to invite a new user from a site dashboard

Invitations sent from a site dashboard aren’t visible in the multi-site dashboard. If you want to keep an eye on invitations sent for all accounts (multi-site or site), we recommend the invitation be sent from your multi-site dashboard.

  1. From the site dashboard, click Manage Users in the side navigation bar.
  2. From the Invitation box, click Invite User.
  3. Enter the email address of the person you want to invite. To invite multiple people to the same sites with the same role, click the + sign to add the next email address.
  4. From the Roles drop-down menu, select the appropriate role.
  5. Select whether you want the new users to use single sign-on (SSO)*.
  6. Click Invite.

* This setting applies only to new users. This field can be edited only if the authentication method is set to SSO for select users.

New Auvik users who are invited from the site dashboard automatically have their authentication level set to the current site.

If the authentication method is set to Single sign-on for all users, you won’t be able to invite new users that already have an Auvik account—for example, consultants—because they will be using a conflicting authentication method. In this scenario, select Single sign-on for selected users.

If Enforce single sign-on isn’t selected, a new Auvik user will receive an email asking them to provide: some information so we can create an account for them.

If Enforce single sign-on is selected, a new Auvik user will receive an email asking them to accept the invitation. If the user is already logged in with your identity provider, they’ll automatically logged into Auvik. If the user isn’t already logged in with your identity provider, they’ll be redirected to your identity provider for authentication.

If the new user says they haven’t received the invitation and the email address you used is correct, you can resend it in one easy click. If the invited user didn’t receive the email because of an incorrect email address, delete the original invitation and re-invite the user with the correct email address.

You’ll know the invitation has successfully been sent when you see that user’s name in the Invitation panel. After they’ve accepted the invitation and provided their information, the name moves to the User panel on the left.

 

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