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Manage invitations

Invite members to start collaborating on BrowserStack

You can collaborate with your team members by inviting them to your organization account on BrowserStack. Your ability to invite people depends on your role and your organization’s settings.

Permissions to invite user members

The ability to invite members to the organization as well as the access provided to them is dependent on the role of the invitor as shown in the table below:

Invitor Role Can Invite Can provide
Owner Any Role Any Product Access
Admin Any Role (except owner) Any Product Access
Team Admin Team Admin/Team User Any Product Access
User User All Product Access (Default)

Note:

  1. Owner can restrict members with User role from inviting people to the organisation by restricting permission through Custom Permissions
  2. Teams is an Enterprise Feature. Learn more about Enterprise plans.

Invite users

There are a three ways to invite User Memberson BrowserStack:

  • Send invitation email
  • Share invitation link
  • Invite via CSV

Anyone from the organisation can copy the default invite link and share it to onboard new users with ease. Anyone joining the organisation with the link with have User role and access to all the products

  1. Visit the User Management section in the Account section of BrowserStack.

  2. Click the Invitations tab in User Management section.

    Invitations Tab

  3. Click the Copy link button in the Share invitation link section.
  4. Share the copied link via email, Slack, text, etc. Anyone who receives this link will be able to join your organization on BrowserStack.

Apart from the Default Invite link, Owner and Admins can customize the invite link to modify the role, team as well as product access.

  1. Visit the User Management section in the Account section of BrowserStack.

  2. Click the Invitations tab in User Management section.

  3. Click Create Custom Link option below the Share Invitation Link heading.

    Custom Link

  4. In the modal, select the permissions you want to provide to the members.

    Custom Modal

  5. Click Generate to create a custom link.
  6. Link with selected permission will be copied to the clipboard.
  7. Share the link with the members you want to invite to your organization with selected permissions.

Custom Invite Link is available only to Owners and Admins. Custom Invite link will expire in 15 days from the date of link generation.

  1. Visit the User Management section in the Account section of BrowserStack

  2. Click the Invitations tab in User Management section

    Invitations Tab

  3. Enter the email addresses of the member you want to invite to the organisation

    Invite via mail

  4. Modify the product access or role if required from the dropdown. By default, members will be assigned an IAM role of User access are provided with access to all products (with default product roles for applicable products).

  5. If you choose to modify the product role assignments, click the Product Access field to open the Modify product access dialog. Modify role config

  6. On the dialog that opens, choose the role configuration that you wish to assign to the user and click Save. Modify product access dialog

  7. Click Send Invite . The invited person will receive an email inviting them to the join the organization account on BrowserStack.

You won’t be able to invite members to the organisation if all the available license to any of the product is already consumed. In case, you want to invite more members, you can remove the product (for which the license has exhausted) from Product dropdown and send invite again.

To invite member(s) only for Administrative purpose, select the role as Admin and un-check all the product’s access from the Product dropwdown and send the invite. As a result, the invited user will not consume any license.

  1. Visit the User Management section in the Account section of BrowserStack.

  2. Click the Invitations tab in User Management section.

    Invitations Tab

  3. Click Upload CSV file below Send Invitation Email.

  4. Click Download template to download CSV format.

    Template

  5. By using the format provided in the downloaded file, add all details of the members you wish to invite.
  6. Click Upload CSV and select the CSV with user details in the provided format.
  7. Click Continue which will analyse the CSV for any errors.

  8. If any errors are present in CSV, click Download logs to download the CSV file with error details.

    Error

  9. Click Send Invite to invite them to organisation. Invited members will receive an email with the instructions to join the organization account on BrowserStack.

    Send Invite

  1. Invite via CSV option is available only to the Owner and Admins of the Organisation.
  2. The maximum allowed limit is 100 users at a time.

To invite member(s) only for Administrative purpose, enter the Role as Admin and Product Access column as empty in the CSV. As a result, the invited user will not consume any license.

Restrict invitations from specific domain

Note:

  • Domain Restriction is an Enterprise Feature. Learn more about Enterprise plans.
  • Organizations with AUP enabled won’t be seeing Domain Restriction feature, since IDP is the source of truth for them

The owner can now restrict domains from which users can join their organisation on BrowserStack.

  1. Visit the Settings & Permissions page in Account section of BrowserStack
  2. Click the Permissions tab and expand the Users - Invitation and Requests section

  3. Select Restricted by Domain option under Restrict invite from Domains heading

    Permissions

  4. Enter all the Domains you want to restrict invitations on

    Restrict

  5. Click Save to confirm

Effects of domain restriction activation

  • Invitations can only be sent to the emails that belongs to restricted domains
  • Pending Invitation belonging to unallowed domains will stand invalid
  • Domain Restriction check won’t be applied to existing members of the organisation
  • Updating Email is only possible to the emails that belong to the restricted domains

Accept invitations

For members who have been invited by Send invitation email, they need to follow the below steps to join the organization account:

  1. The invitee will receive an e-mail informing that they have been invited to join BrowserStack.

  2. Click the Join now button in the invite e-mail. It will redirect to browserstack.com to accept the invite.

    Join Now

  3. The invited user will land on Sign-up or Sign-on page:
    • If the invited user’s account already exists on BrowserStack, the Sign-in screen will be shown. In case the user does not remember their password, they can reset password. Accept Invite
    • If the invited user’s account does not exists on BrowserStack, the Sign-up screen will be shown. Accept Invite
  4. On successful completion, the invitee will get added to the Organisation account they were invited to.

Permissions to manage pending invites

When a user is invited using Send invitation email, until they accept the invite, they will be visible under the Pending Invitations section in Invitations. The ability to perform any actions (Resend, Revoke or Modify) on pending invites is dependent on the role of the user as shown in the below table:

Invitor Role Can Resend Invite? Can Revoke Invite? Can Modify Access?
Owner Yes Yes Yes
Admin Yes Yes Yes
Team Admin Yes (only own Team Invites) Yes (only own Team Invites) Yes (only own Team Invites)
User Yes (only own Team Invites) Yes (only own Team Invites) No (view-only)

Manage pending invites

BrowserStack provides the ability to perform following actions on pending invitations:

  • Resend invites
  • Revoke invites
  • Modify access of invited users

For any pending invites, you can resend an invite email by performing the following steps:

  1. Click the Review invitations link in Invitations

    Review Invites

  2. Find the user whose invite needs to be resent from the Pending Invitations table.
  3. Click the Resend Invite in the entry of the user to resend the invite. Resend Invites

For any pending invites, ypu can revoke their invitation in order to prevent them from accepting it and joining your organization account on BrowserStack. Invites can be revoked by performing the following steps:

  1. Click the Review invitations link in Invitations

    Review Invites

  2. Find the user whose invite needs to be resent from the Pending Invitations table.

  3. Click the three dot (…) icon for the user and click Revoke invite.

    Revoke Invites

  4. Click Confirm.

    Revoke Confirm

Invites can be revoked by performing the following steps:

  1. Click the Review invitations link in Invitations

    Review Invites

  2. Find the user whose invite needs to be resent from the Pending Invitations table.

  3. Click the three dot (…) icon in the entry of the user and click Modify access.

    Modify Invites

  4. Modify the required access for the invite and click Save

    Modify Access

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