How to invite users and set up permissions for your team.
Managing a Salesforce release process often involves setting up a team and creating various permissions structures. Fortunately, Blue Canvas is here to help.
1. Inviting Users to Your Team
To invite users to your team, simply click the person icon in the top right of your screen and click Account Settings.
Under Authentication select Users
Select Invite New Users.
You can then add email addresses for your users and they will be sent an invite.
2. Accepting an Invite
Users that have been invited to Blue Canvas will receive an invitation by email. The email will walk them through steps for accepting the invite. They will be prompted to create a new password upon their first login.
3. Revoking Access
To remove a user from your Blue Canvas account, delete the account in Authentication, Users.
Updated over 1 year ago