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Invite a User

Invite people from the Pending Invitations tab in the User Management view of the Governance portal. You choose the roles up front, so they have access as soon as they accept.

You need the Governance Editor permission on the account.

Steps​

  1. Open User Management, then the Pending Invitations tab.
  2. Choose the type of access:
    • Platform: a CM.com Platform role, sent to Platform directly.
    • Resource-based: roles on specific resources, handled by Governance.
  3. Enter the email address of each person. Use one email per person.
  4. Choose the scope: an account or the whole organization.
  5. Choose the roles. For resource-based access, also choose the application and resource.
  6. Send the invitation.

The Platform option only appears for users with Governance admin rights.

What happens next​

  • Each email is handled on its own. If one fails, the others still go through.
  • The invitation shows in Pending Invitations, with its roles and expiry.
  • When the person accepts and their CM.com account is matched by email, the pending roles become real role assignments.

Cancel an invitation​

Revoke it from Pending Invitations. This removes the invitation and all its roles at once.