3. Org Provisioning & Adding Users

 

At the start of your Threekit contract, you will receive two email invitations to sign up for your very own Threekit orgs: a Preview org and an Admin org. Just click the "Redeem invitation" link in that email and follow the prompts to set up your account.

Pro Tip 1: If you cannot find both of these emails, make sure you scroll down, as they are often combined into a single email thread in apps like Gmail.

Pro Tip 2: Make sure to click on the "Sign up" and not the "Sign in" option on the redemption screen. 

Email_Invite_Threekit.png

 

Adding Users

Before you can start exploring the Threekit platform, you will need to add any additional users (including partners and Threekit project team members) to your org.

 

UPDATE: Major changes have been made to the way new users are added to the system.

Of particular note:

  • Invitees who are not yet users will be taken to a sign up screen automatically
  • Usernames are no longer required. Users will be asked for their Name and to set a password
  • Wherever username is shown in platform will now display user Names
    • For legacy users, usernames will be displayed. A user may enter their name in the user settings page to update this information.

Please see the release notes here for more information.

To do this, simply click on the "Settings" tab in the left side bar, select "Members," and then click on the green "+ Invite new member" button in the upper right-hand corner.

 

Add_Users_Threekit.gif

 

Going forward, you can add and remove any users from this same "Members" tab as necessary.

 

Next Steps

Understand your technical service options with our Intro to Support article.

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