Adding a New User to Your Site

Note: You will only be able to add users to your site if you are a site administrator with access to the Admin tab in the Ocean portal.

    • Enter the Users section (selected from the menu along the left.)
    • Scroll to the bottom of the page and click the "Invite Users to Site" button, located on the right hand side of the page.

Individual User Invites

  1. If you are adding users who are new to Ocean

    • Enter the email address of the colleague's you wish to invite. You can also optionally specify the colleague's full name, if desired.

      Note: Unaccepted invite requests will expire after 30 days.

    • If you need to invite more colleagues, simply click "Add Another Invite" button to add another column to the table.
    • When you are ready to send, click the blue "Send Invitations" button.
    • Your colleague(s) will receive an email notifying them that they have been invited to your Ocean site and be prompted to create a user account.

      Note: Your colleagues will also need to ensure they validate their email address as part of the account creation process before they appear on your list of site users.

    • Once your colleague has created an Ocean account, they will be automatically added to your site.
  2. If you are adding users who have an existing Ocean account

    • Type the colleague's full Ocean user name. If Ocean finds a match in the system, a dropdown may display showing existing users. You can also optionally specific the colleague's full name, if desired.
    • If you need to invite more colleagues, simply click "Add Another Invite" button to add another column to the table.
    • When you are ready to send, click the blue "Send Invitations" button.
    • Your colleague(s) will receive an email notifying them that they have been added to your Ocean site.

Bulk Email Invites

    • Select the "Bulk Email Invites" button within the Invite Users to Site section
    • Enter a series of email addresses, each separated by a comma.
    • When you are ready to send, click the blue "Send Invitations" button.

If you wish for colleagues to have administrative privileges on your Ocean site, simply click the checkbox beside their name, under the "Set Site Admin" column, after they have been successfully added to the site.

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