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Invitation to Members Organization

Check your own invitation

By clicking the envelope icon in the navigation bar, you can check your own invitation status to the Members organization.

Joining a Members Organization

Displays a list of join requests to the Members organization you have been invited to. Also, you can take action to accept or decline the join request.

  • Organization name: Represents the name of the Members organization you have been invited to.
  • Organization code: Represents the code of the Members organization you have been invited to.
  • Inviter name: Represents the name of the inviter who sent the invitation.
  • Inviter E-mail: Represents the email address of the inviter who sent the invitation.
  • Type: Represents the user type (user / power user).
  • Expiration date: Represents the expiration date of the invitation. The invitation will be hidden after the expiration date.

When you select a join request, you can perform the following operations from the action.

  • Approve: Start using the Members Portal in the selected organization
  • Reject: Decline the join request to the selected organization

Invite other users to the organization

By clicking "Invitations" in the side navigation, you can manage the invitation status to the Members organization you belong to.

This function can be used by power users or Members users with the following authority.

  • Organization invitation viewer

Invitation to Members Organization

Displays a list of invitations to the Members organization of operation.

  • Invitee E-mail: Represents the email address of the invitee who received the invitation
  • Inviter name: Represents the name of the inviter who sent the invitation
  • User Type: Represents the user type (user / power user)
  • Status: Represents the status of the invitation
  • Expiration date: Represents the expiration date of the invitation.

About expired invitations

Invitations that are pending and have expired are displayed with a warning mark and highlighted color.

New Invitation

If you want to invite a user to the Members organization, click "New Invitation" to go to the new invitation screen.

Only Members users with power user authority can invite users.

Set the following user information you want to invite:

  • User Email: Enter the email address of the user you want to invite. You can specify up to 20 at a time.

  • Type: Select the type of user you want to invite (user / power user).

  • Authority Preset: Displayed when "User" is selected for the type. You can select from presets prepared for typical use cases. Also, by selecting "Custom", you can individually set the authority.

    Authority PresetGranted Authority
    AllAll authorities that a general user can set, including Contract Manager
    EditableAuthorities granted in the Read Only preset +
    Organization Option Editor
    Project Editor Project Address Editor Project Option Editor
    AWS Account Editor AWS Account Addresses Editor AWS Account Option Editor
    Billing Alarm Editor
    Read OnlyOrganization Invitation Viewer User Viewer Billing Viewer Invoice Downloader
    Project Viewer Project Addresses Viewer AWS Account Viewer AWS Account Addresses Viewer
    Expiration List Viewer Billing Alarms Viewer Inquiry User
    ContractorContract Manager Project Viewer AWS Account Viewer Inquiry User
    AccountantInvoice Downloader Inquiry User

    Please see Authority for what can be done with each authority.

  • Authority: Displayed when "Custom" is selected in Authority Preset. You can individually set the authority you want to grant to the user.

After setting, click "Send Invitation Email" to send the invitation email.

The validity period of the sent invitation is one week from the time of sending. Please note that if the validity period expires, the invitation will not be displayed on the invited user's side.

If the user you want to invite has not registered for Classmethod ID, they need to register for Classmethod ID. For the flow of Classmethod ID registration, please see Classmethod New Registration.

Resending and canceling invitations

If you want to resend an invitation to extend the validity period, select "Action - Re-Invitation" to resend the invitation email.

If you want to cancel a sent invitation, select "Action - Cancel" to cancel the sent invitation.

Actions cannot be taken on expired invitations. Please send new invitations as necessary.