Intellitix Users

In this article we will review: 

Overview

You can invite users to your global organization or to a specific region within your organization.

Organization users will be able to see any events that are created at the organization level and all regions that fall under the organization. They can also access any region within the organization, including the region's events, reports, and users.

Regional users can only see the events and users that are within that specific region. They can not see the organization as a whole, or any other regions they are not specifically invited to.


How to invite users to your global organization

  1. Log in to your account at my.crowdblink.com then click Organization from the menu on the left side of the page.
  2. Then click Invite Users on the right side of the page.
  3. Enter their email address in the box that appears and click Confirm. One user at a time can be invited to the platform. To invite more than one, repeat these steps for each additional user.
  4. Their email address will appear on your list of users with a “!” in the status column.  The “!” will remain in the status column until they create their account and accept the invitation.

  1. The newly invited user will receive and email with instructions for creating their account. 
  2. Once the invited user has created their account and logged in to Cloud at my.crowdblink.com, they will need to accept the invite the first time they log in. 
    • After accepting  the invitation, their status will change to ✅ under Invitations
  3. If you are ready to add more users you can follow these steps again.  

How to add users to a region within your organization

If you have not created your regions yet, you can learn how here.

  1. Log in to your account at my.crowdblink.com. The region that you wish to add users to should be displayed in the top right corner of the page.
    • If it is not, use the drop-down menu to select the correct region. 
  2. Then click Organization from the menu on the left side of the page
  3. Then click Invite Users on the right side of the page. 
  4. Enter their email address in the box that appears and click Confirm. One user at a time can be invited to the platform. To invite more than one, repeat these steps for each additional user.
  5. Their email address will appear on your list of users with a “!” in the status column.  The “!” will remain in the status column until they create their account and accept the invitation.

  1. Once the invited user has created their account and logged into Cloud at my.crowdblink.com, they will need to accept the invite the first time they log in. 
    • Once the user has accepted the invitation, their status will change to ✅under Invitations
  2. If you are ready to add more users you can follow these steps again.  

Accepting invitations

To access a specific organization or region you will need to be invited to it by its owner. Once you are invited to a new organization or region, you will receive an email inviting you to the Region/Organization with instructions on how to create your Intellitix account. 

Initial Invitation

  1. Once you have accepted your Intellitix invitation and created your account, log in to your Intellitix Cloud.
  2. The first time you log in before you have accepted any invitations you will be prompted to accept any pending invitations 
  3. Click Accept on the line for the invite.

  1. Once the invitation has been successfully accepted you will be taken to the Events page for the Organization or Region you have joined. You can confirm which Organization or Region you are in by looking at the dropdown in the top right corner.

Additional Invitations

  1. If you receive an invitation to join a new Organization or Region while you are already logged in to an Organization or Region within your account, you will receive a notification in the top right corner alerting you of your new invitation. 
    • In case you miss the notification the avatar icon in the top right will also have a red dot if new invitations are waiting for you.
  2. Click the avatar icon, then choose Invitation Waiting from the drop down menu.
  3. You will be taken to your Pending Invitations list where you can click Accept on the line of your invitation.

  1. Once the invitation has been successfully accepted you will be taken to the Events page for the new Organization or Region you have just joined. You can confirm which Organization or Region you are in by looking at the dropdown in the top right corner

 

 

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