Inviting new users to Treon Connect

When provisioning a new user account, the selected role defines the scope of access and operational permissions granted within the system.

Accessing the Access management app

1. Log in to your Treon Connect account.
2. From the main menu, click the Access app icon.

You will see two main sections in the left-side menu:

• Users – View and manage all registered users.
• Roles – Create and modify user roles and access levels.

Inviting new Users

To invite new users into your Treon Connect environment follow these steps:

1. Navigate to the Users tab in the left-side menu.

2. Click the Invite User button in the top-right corner.

3. In the pop-up window:

   • Enter the full name and the email Address of the user you would like to invite.
   • Select a Role from the dropdown menu.

4. Click Send Invite.

The invited user will now:

1. Instantly receive an email invitation in his inbox.
2. The invitation email contains a button to click.
3. The link will open a Treon Connect page in the browser.
4. The invited user will set up a password here.
5. The new user can log in and use Treon Connect right away.

Troubleshooting