How to invite a new user to KTern?
- When users log into the KTern application, they will automatically land on the Home - Project Launchpad page.
- After logging in, user can view a list of projects that they are a part of on Home Launchpad. Then the user can select and enter the project of their choice by launching it.
- Upon landing in "My Workspace," user can access the Transformation Hub by clicking the Hamburger icon located in the top left corner of your screen.
- From the navigation bar that appears, choose "Users" from the dropdown menu.
- Upon redirection to the Users page, users can find a list of project stakeholders along with their details, including team, role, and reporting head.
- To add a new user to this project, click on 'Add User.'
- Fill in the necessary details for the new user, such as their email address, team, role, reporting hierarchy, access level, and organization type (System Integrator or Customer).
- Click "Submit" to complete the process.
- The invited stakeholder will then receive an email invitation to join the project. After accepting the invite by triggering the "Join" button, the user will become a part of this project.
- The invitation status of the users, such as whether they have accepted the invite or not, can be viewed.
- To re-invite a user, click the third icon.
- If any user's details need to be modified, click on the edit icon.
- To remove a user from the project, click the delete icon.
- To enhance user convenience, a grouping feature is available. Users can utilize this feature to group users based on their invite status, role, team, and reporting hierarchy.
- If a list of users who are part of the project is needed, click the download icon.
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