Managing Users 👥
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      🆕 Invite a Guest User

      We want guests to feel welcome— mi casa es su casa 🏡

      Overview 📄

      So you've got a potential user outside your organization and an extra license hanging around? We have a perfect combo for you. This article runs through the steps to invite a user to your Microsoft Entra and then assign them a license in edison365. 

      Prerequisites ✅

      • Potential User account is a Microsoft account
      • Your Microsoft tenant allows Guest Users
      • Microsoft Entra access
      • You have spare edison365 licenses for potential users

      Steps 📎

      1. Open the Microsoft Entra Users list

      2. Click New > Invite external User

      3. Once invited the user should be available in your Entra list.


      4. In the edison365 admin menu select > Licenses
      5. Click Add Users and search for the invited user by name or email. 

      Note: 

      The users email address will appear under the external user to distinguish them,

      While users native to the tenant will show their name and job title instead

       

      6. Select the license you'd like to assign the user. 

       

      7. Click Confirm to save and assign the license(s).

       

       

      8. Licenses can always be adjusted in the main Licenses menu:

      Further Reading 📚

      Want this article from the Guest User's perspective?