Individually adding users

Invite existing Launchpad users to new or additional instances. In this situation, an automatic email notification informs the user of the invitation, but does not require the user to sign in.

If you need to add large numbers of users, see Bulk adding users.

Permissions

Only System Admins can individually add users to Launchpad.

Navigate to the Manage users page

  1. Open Launchpad.
    2. Note

    If your company uses more than one instance, in Diligent One, make sure the appropriate instance is active.

  2. Select Platform Settings > Users. This opens the Manage users page.

    If you do not see Users as an option, the account you used to sign in does not have Admin privileges.

  3. Click + Add user. The Invite new user window opens.
  4. Enter the following information:
    FieldDescription
    First Name

    the first name of the user to be added

    The character limit is 40.

    Last Name

    the last name of the user to be added

    The character limit is 40.

    E-mail

    the email address of each user to be added

    The character limit is 60. Email addresses can include apostrophes.

    Note

    Diligent One Platform does not support email addresses with accents or non-Latin characters.

    Note

    If you need to change an existing user's email address, contact Support.

    Role

    optional

    the user's Diligent One system-wide user type (Launchpad user type)

    There is no limit on how many users can be System Admins for an instance. For more information, see System-wide user types and group roles.

    Subscription

    optional

    the user's subscription

    Subscriptions define the role(s) a user can be assigned in each Diligent One app. For more information, see Managing licenses and subscription permissions.

    Reports Role

    optional

    the user's Reports access

    For more information on roles in Reports, see Reports app permissions.

    Note

    The Launchpad database is not synced with the Reports app. Users must open Reports once before they can be assigned access to reports, dashboards, and storyboards.

  5. Click Send invitation.

    The user is added to Launchpad, and to the currently active instance, with the default role of User. An automatic email notification is sent to the user.

  6. Optional. To update the user's assigned Diligent One system-wide user type (Launchpad user type), subscription, or Reports access, hover your mouse over the appropriate value, click Edit , and use the dropdown lists. Diligent One automatically saves your changes.
    Note

    The default Reports access is No Access. You need a Professional or Oversight subscription in order to be assigned a role in Reports.

  7. Optional. To add more users to the same instance, repeat steps 4 to 7.
  8. Optional. To add users to a different instance, select a different instance and repeat steps 2 to 6.