Introduction link

To invite new team member to you organization they first need to have an account. This documenation guides you thought this process. This part of the documention is for the “Admins” of an organization. Please look at this documention if you are a user that is invited or want to be invited to an organization.

Process overview link

Because we support both Microsoft Entra and GitHub accounts access to an IPMHub organization is always based on a IPMHub account. So before you can invite a user to your organization, they first need to create an account and share that account with the administrator of you IPMHub organization.

The flow is a follows:

1. The administrator invites a user by email to create an IPMHub account. This email includes a unique invitation code.
2. The user creates an IPMHub account.
3. The user requests access to the organization using the unique invitation code they received.
4. The administrator receives an email notification confirming the user’s IPMHub account creation and their username.
5. The administrator invites the user using their IPMHub username and assigns an appropriate role.
6. The user receives an email containing the organization invitation.
7. The user accepts the invitation and gains access to the organization.

sequenceDiagram
    participant A as Administrator
    participant U as User
    participant I as IPMHub

    Note over A,U: 1. Initial Invitation
    A->>U: Send email with unique code
    
    Note over U,I: 2. Account Setup
    U->>I: Create IPMHub account
    U->>I: Request organization access
    
    Note over I,A: 3. Admin Verification
    I->>A: Notify admin of new account
    A->>I: Invite user & assign role
    
    Note over I,U: 4. Access Completion
    I->>U: Send organization invitation
    U->>I: Accept invitation
    I->>U: Grant organization access

1. Invite User to IPMHub link

1. Go to the organization dashboard and select invitations

2. At “Step 1: Invite user to IPMHub”

   

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   The recipient will receive an email with instructions and a unique code.

At this point, the user needs to create an IPMHub account and inform you about the username they created. When this is done, you can continue. More information about this process can be found here:

2. Administrator Notification link

When the end user completes all the steps, an email is sent to the email address configured in organization management

1. Check your email and take note of the Email address and username

   

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2. Go to the organization dashboard and select invitations

3. At “Step 2: Invite user to {organization name}”, enter these values and select the initial role.

   

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The user will receive an invitation for your organization which, when accepted, grants access to your organization.