Add and invite a user (cloud only)

To add and invite users one at a time, follow these instructions.

Add and invite a user in Planning Analytics Workspace

Before you begin

When you are an account administrator for multiple organizations, you must use https://myibm.ibm.com to manage users in any organization other than the first organization to which you were added.

You can verify your role as an account administrator for your organization in the Subscription and Subscriber Management tool.

Subscription and Subscriber Management tool showing account administrator selection

About this task

If you invite a single user at a time, you must invite the user to your primary environment first. After the user accepts the invitation to the primary environment, you can add them to other environments. A user becomes active after they accept the invitation.

Procedure

  1. On the Welcome page, click the Administration tile.
  2. Click Users & Groups.
  3. Click the Users tab.
  4. Click Invite a new user Invite a user iconand enter their first name, last name, and email address.
  5. Select a role.
    The Analyst role is selected by default. You can change the role later. For more information about roles, see User roles.
  6. Select a subscription for the user.
    Note: When inviting a user to Planning Analytics Workspace in Planning Analytics as a Service, there is no option select a subscription.
  7. Click Submit.
    After a user is invited, their status is Invited but not activated.

Results

When you send an invitation, the user receives an email similar to this. The invitation clearly shows the email address of the administrator who sent the invitation, as well as the account and plan associated with the invitation.

Planning Analytics invitation

The invitation is valid for 28 days. A user cannot access Planning Analytics Workspace if they do not accept the invitation. If the user declines the invitation or does not accept within 28 days, the invitation is revoked and you must send a new invitation to grant access to the user.

Note that invitation and confirmation emails come from several different IBM systems and email accounts. Tell your users to expect these emails.

After the user accepts the invitation and logs in to Planning Analytics Workspace, their status changes to Active.