User Types
In Launchpad, users are categorized as either Internal Users or Guest Users. These profiles define a user’s type and determine what can be managed for a given user.- Internal users represent entities whose account and user profile both reside within the same organization. Internal users authenticate directly using the credentials and sign-in methods issued by your organization.
- Guest users represent entities whose user profile resides in your organization while their account resides in a different (external) organization. They continue to authenticate using the credentials and sign-in methods issued by their parent organization.
Create Users
You can create or invite users from the Users page using the+Add User button.
Add User (Internal)
Follow the steps outlined below to create a new channel partner user.1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Click +Add User
Once inside Users click the
+Add User button and select Add User.3
Configure user details
Configure the required details for the new user.
4
Save
Once you have configured the required user details, click
Save to create the user.Invite User (Guest)
Follow the steps outlined below to invite a new channel partner user.1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Click +Add User
Once inside Users click the
+Add User button and select Invite User.3
Configure user details
Configure the required details for the new user.
Sign-in methods are inherited from the parent organization and don’t require configuration when inviting users.
4
Save
Once you have configured the required user details, click
Save to invite the user.Manage Users
The Users page lists all existing users in rows, with each row displaying key details about the respective user. Each user in your organization, whether internal or external, has a dedicated user page that provides a centralized interface to view and manage all details related to a specific user. To manage a user, follow the steps outlined below:1
Open the Users page
Once inside Launchpad, navigate to the Users page located on the left-hand sidebar.
2
Select a user
Select a user from the list of users. You will be redirected to their dedicated page.
3
Manage the user
Once inside the user’s dedicated page, you can complete the following actions:
- Use the icon to edit user details.
- Use the icon to manage the user, including deactivating or deleting them, changing their sign-in method, or resending the setup email.
You can only change the sign-in method or resend the setup email for internal users.