Any content (tables, dashboards, tracker cases, …) in vScope can be shared with other people in your organization. By adding them as a collaborator, you can give them permission to eg. edit the shared content. But let’s say you want to collaborate on a table that you have created with a colleague that currently is not a vScope user?
By entering the email to your colleague, an invitation to vScope will be sent to the user. If you have configured SSO or on-prem Active Directory, and the user exists in the directory service the user just has to input its credentials to log in to vScope and view the shared content. Easy!
Once the invited user has logged into vScope, a user account will be created and behave as any other user in vScope. You can keep inviting the user to more content while the user still hasn’t logged in.
Tips 👉 By setting up SSO or Active Directory integration, you will make it much more convenient for the invited user to login to vScope.
Being invited to vScope
Let’s look from the invited user’s perspective:
- The user receives an invitation by email
- The users clicks the link and is redirected to vScope
- The user signs in (preferably using SSO, make sure to configure it!)
- The user can view and manage it’s shared content in its library
Create vScope users from invitations
As a vScope administrator, you can view and manage pending invitations sent by users on the settings page in vScope. Go to Settings > Manage Users. Under “Pending invitations” you can choose to either cancel an invitation, or convert the invitation to a vScope user. This is only relevant if you do not use SSO or Active Directory as authentication method (because, if the users does not exist in vScope, the invited person will not be able to login…).
What we’ve learned…
- People can be invited to vScope by email by adding it as a collaborator to any content
- Invited users can be used in any Collaboration
- Once the invited user has logged in, a vScope users is created
- Administrators can manage pending invitations on the settings page in vScope
- You can convert invitations to local vScope accounts (with vScope as authentication method). However, it is recommended to use SSO or AD as authentication method for user management.