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.
Login to admin.hatz.ai and select the "Tenants" tab at the top
Click into the tenant you want to add users to and then select "Users" on the left menu
Select "Invite by Email" or "Invite by CSV"
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"
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"
If the user already exists
Hatz uses one account per email address. A user cannot create a second separate account with the same email through an invite link, and CSV or email invites will reject duplicate emails within the same invite request.
If the person already has a Hatz account, ask them to sign in with their existing credentials on the correct admin or tenant URL. If they need access to this tenant and the invite flow says the user already exists or cannot be added, confirm the tenant, email address, and role you are trying to assign, then contact support instead of creating a duplicate account.
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