How to Create Groups and Invite Users

How to create groups and invite users in the Webscale Control Panel

Overview

Webscale groups consolidate multiple roles so they can be managed as one entity. Generally, the encapsulated roles are expected to be related in some way or share similar responsibilities, though this is not a requirement.

Create a group
Groups Menu
1. Login to the Webscale Control Panel and click the three bars in the upper left.
Select Groups from the menu.
Groups
2. Here you view existing groups on the Groups page in the Control Panel.
Roles
3. Clicking Roles lists the roles encapsulated by the group.
Users
4. Clicking Users lists the users invited to assume the group and whether they have accepted, declined or vacated that invitation.
Users
5. Click Group in the lower left part of the page to create a new group. In the wizard that appears, you’ll be walked through the steps to configure the group.
6. It is recommended to use an informative name and description to ease the management of multiple groups.
Select Roles
7. Select the roles the group should encapsulate.
Invite users
8. Lastly, invite users to the group. Confirm the changes you’ve made, then click Save to save the changes. This action creates the group and sends invitations to any users invited to the group.

Invite users to an existing group
Groups Menu
1. Login to the Webscale Control Panel and click the three bars in the upper left.
Select Groups from the menu.
2. On this page you see existing groups. To invite a user to the group, click the Users button for the group, then click the pencil in the upper right of the expanded panel.
Inviting a user to an existing group
3. Enter the user’s email address, and click the + button. A comma-separated list of email addresses can be inputted at a single time. This will send invitations to all the added email addresses.
New Role Invitation Email
4. The user receives an email from Webscale with a link to the User Profile, where they can accept the role.
User Profile
5. In the User Profile the user can manage their password and their multi-factor authentication settings. The user will also see some information about their user account, such as:
  • Any existing roles and groups to which the user belongs.
  • The user’s name.
  • The user’s email address.
  • Webscale API access keys.

Last modified October 27, 2022