Create and Invite New Users

After you create an organization account, you can add users to your account by either creating user accounts with credentials for them or inviting users to create their accounts themselves.

To create a new user account:

  1. On the top of the User Management page ( on the left navigation bar), click Create User Account.
  2. In Create new Smart Trading user account, enter the first name, the last name, and the email address of the user.

    3. Note If you configured SAML federation for a particular email domain, you cannot create new users with this email domain in the Smart Trading Cloud.

  3. Click Create.

The Smart Trading Cloud creates a user with the email address you provided. For activation, the user receives an email invitation to sign in to the Smart Trading Cloud using the automatically-generated password specified in the email. The user will need to then set their own password in the My Profile pane available from any of the Smart Trading Cloud services.

You can also let users create accounts themselves by sending out invitations. They can either join your organization account or create their own organization accounts in Smart Trading Cloud.

Note To join your organization account, the email address of the user you invite must have a domain name reserved for your organization account. Otherwise, the user will be prompted to create a new organization account.

To invite users:

  1. On the top of the User Management page ( on the left navigation bar), click Invite New Users.
  2. In Invite new users to create their Smart Trading accounts, select the user group to which the new user(s) must belong (for example, Administrators), enter the email address(es) of the user(s) you want to invite, and then click Invite.

The Smart Trading Cloud does not create a new user but sends an invitation to the specified email address. The person you invite can sign up to the Smart Trading Cloud and create a new account.

To see the list of invited users or to delete invitations, go to the User Registrations page.

Guest Users

You can temporarily invite other Smart Trading Cloud users to your organization account. For example, if you need assistance from Edifecs support, you can:

  1. Create a dedicated user group (for example, Edifecs Admins).
  2. Add a role to this group (for example, the Viewer role in the Accounts service).
  3. And then invite the external Smart Trading Cloud user the same way you invite users to join your organization account.

The guest users you invited are added to the list of your users with the icon .

To switch to another account, the invited guest user must:

  1. Open the My Profile pane ( on the left navigation bar).
  2. Click Switch next to Organization Account and select the organization account to be redirected to.

Note After the guest user is logged out from the Smart Trading Cloud, this user is automatically switched back to the organization account they belong to.

Watch the video tutorial on how to add users to your Smart Trading account, configure group permissions, and manage user access.