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Add Users to Customer Tenants

Learn how to add users to your Customer Tenants.

Updated this week

In this article, you’ll learn how to add users to your customer tenants. These users are people from your client's companies, and will log in via your subdomain.

Adding Users To Customer Tenants

Follow the below steps to add users to your customer's tenant. You can choose to send the user an email once they are created which they can use to set up their account and login.

  1. Login to admin.hatz.ai and select the "Tenants" tab at the top

  2. Click into the tenant you want to add users to and then select "Users" on the left menu

  3. Select "Invite by Email" or "Invite by CSV"

  4. If "Invite by Email" was selected, input the user's email address, select which role they should have and select if you would like an invite sent to them and then select "Send Invites"

  5. If "Invite by CSV" was selected, download the provided template, input the user information (email and role) into the CSV and upload it back into Hatz. Confirm the details and then select "Send Invites"

Additional information on user roles can be found here: https://docs.hatz.ai/en/articles/11583648-customer-user-roles

Additional information on custom permissions and roles can be found here: https://docs.hatz.ai/en/articles/14129479-custom-roles

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