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Invite a user to use kChat
This guide explains how to invite on kChat a user external to your Organization but who will be recorded Like a user.
Preamble
- Be aware of this other guide in order to give access to one or more kChat channels to an external user who will be able to interact with your team without counting as a kSuite user and without any specific rights in the Organization (of which it will not be a member).
- You can also invite a Task Force in full since kChat.
- Be aware of this other guide if you wish to manage the channels to which the new members will automatically belong.
Invite to use kSuite
Prerequisites
- To be an administrator of the Organization on which kSuite is located with full rights granted for kChat.
Once invited, the user will be able to confirm their membership and access kChat with the limited permissions you have granted him:
- Click here in order to access user management on the Manager Infomaniak (Need help?).
- Click on User management in the left side menu:
- Click on Users.
- Click the blue button Add User:
- Enter the requested coordinates.
- Click on Continue:
- Define the role of the future user as External.
- Click on Continue:
- Allow access to kSuite (so kChat).
- Click on Continue:
- Do not integrate the user into a work team:
- Specify a user right to kDrive and kChat.
- Click on Continue:
- Do not create an email address to the user (remove the contents of the field if necessary).
- Click on Continue:
- Specify the user's personal email address to invite (it will connect with this email address).
- Click on Continue:
- Force him to connect with the address mentioned above.
- Send the invitation:
- The future external user kChat receives an invitation email allowing him to finalize his registration:
- You can also provide it with the invitation link displayed on the page by another means, e.g. SMS, or simply display the link if it has been lost; for this click on Users in the left side menu.
- Click on the drop-down menu to view users waiting.
- Click on the action menu â‹® to the right of the object concerned in the array that appears.
- Click on Send invitation to choose the method of sending:
The invitation is pending until the final registration of the guest user (read below). The kSuite dashboard clearly indicates this status:
Accept invitation
In order to access the organisation holding the relevant kSuite, the guest user executes in his browser the link he has obtained:
- A first screen tells him which organization has invited him, and which email address he will have to use when creating the user account and during future connections:
- The information previously provided is displayed during the user's registration process and it is necessary to complete this information:
- Same for the screen corresponding to the connection information:
- Once the registration is complete, the newly registered user can connect to his/her Manager and access to kChat to which it was invited by the URL kchat.infomaniak.com or the custom URL if Custom Brand has been set.
- Existing users are automatically notified of the arrival of the new participant and can now chat with him:
Link to this FAQ: