Inviting Users to Join Your Coveo Cloud V1 Organization

As a Coveo Organization owner or administrator, you can invite colleagues to join your Coveo Organization, and then make each of them a member of one or more roles so they have appropriate permissions in the Coveo Organization.

You can invite a colleague to join so he can create and review analytics dashboards and explorers when he is a member of the Analytics Manager role.

The Organization owner and administrators can add up to 25 users in a Coveo Organization by default, but they can contact Coveo Support to increase the maximum number of users when needed.

To invite users to join your Coveo Organization

  1. If not already done, log in to your Coveo Organization with an Admin user role account.

  2. In the navigation bar on the left, select Organization > Users, and then click Add Users.

  3. In the Invite Users dialog box, type the email address of one of more colleagues to invite. If you invite more than one user, separate email addresses with a comma, a semicolon, or a new line.

    You must enter email addresses all in lowercase, otherwise you get an error message such as:

    These provided values are not valid email addresses: JSmith@MyCompany.com;AAdam@MyCompany.com

  4. Select one or more roles to grant to the invited users. These roles will be granted to all invited users.

    If you do not assign any role to the users you list, the Search Content Manager role is assigned by default.

    Admin-InviteUsers4

    The email of the invited user appears in the list of users with the Invited type. The user type will change to User and the granted roles will also be displayed once the invitation is accepted.