Existing Habitat users can submit a request to be added to a Habitat project that is processed by an EchoInk User Administrator. With this functionality, your company can optionally maintain a list of project links on an internal document or site so users can proactively sign up for access, as needed.
- A user accesses the Habitat signup window and provides their name, email address, and the organization code.
- You receive an email alert that contains a link to the Create New User window.
- You open the window, which displays the new user’s information pre-populated, and the "Give this new user access to Habitat" checkbox is selected.
Confirm the information and click Save.
purple This action also implicitly grants a new Habitat user access to any EchoInk instance configured for a Habitat project that the user joins. However, the project's administrator must ensure that the user is explicitly included in the project’s distribution rules.
- Optionally, add the user to projects using the Add User to Habitat Projects window and adjust the user’s permissions, or skip this step.
Habitat sends the user a Welcome to Habitat email with the subject line New Account Setup for EchoInk Habitat.
The user clicks the Go to Habitat button in the email to complete the signup process.
Once a user successfully registers their account, the Go to Habitat button is deactivated. Instruct your users to bookmark the dashboard URL for their subsequent logins.