Adding Users

How to invite someone to use your Corastone portal

To access this feature, you must log into the Corastone portal with a user account that has:

• Tech Support user role

• Internal or External user type

To provide someone with access to your Corastone portal, you must add them as a user:

1. Send the user's IP address to [email protected].

2. Once you receive email confirmation that the IP address has been configured for portal access, go to the User Management page.

1. Click Add User.

1. Use the following guidelines to complete the form:

Field	What to enter
First Name	the user's first name
Last Name	the user's last name
Role	the user's role - Select Standard for users who will have access to certain security events. - Select Management for users who will have access to all security events for this org. - Select Tech Support for users who will maintain user access and establish connectivity with other platform organizations.
Email	the user's email address The user will receive an invitation via email to this address. Note: You cannot supply the same email address for multiple users. Therefore, if someone needs both roles, you must create two user entries with different email addresses.
Type	the user's type - Select Internal if the user is your employee. - Select External if the user is someone from another company who needs to use your portal. Note: The user's type does not impact the function of the portal at this time.

1. Click Add User.

What Happens Next

When you add a user:

• The platform automatically sends an invitation to the user's email address. The invitation is good for one use within seven days.

• The entry for that user in the User Management page shows a Status of Added.

• Once the user completes the process of accepting the invitation, the status changes to Active.

If the invitation expires or the user misplaces it, you can resend the invitation.