This topic explains how to invite a new user to create an account with access to a particular server, or authorize an existing Carbon Black Hosted EDR user to access a server to which they do not currently have access.

Procedure

  1. In a browser, enter the URL for the Carbon Black Hosted EDR server and log in as an Administrator.
    If no other administrator accounts have been created, use the administrator account that Carbon Black provided when you initiated your use of Carbon Black Hosted EDR.
  2. On the navigation bar, click Users.
    The Users page shows the Carbon Black Hosted EDR user accounts that are authorized to access the server. This page also shows users whose invitation has expired without their account being activated. If you find that the user you want to invite is listed on the page but the box for user account is grayed out, a previous email invitation to register for this server has expired. You have three options:
    • Re-invite the user by double-clicking the account and clicking the Resend Invite button.

    • Remove the invitation (making any links in the email sent to this user candidate unusable) by double-clicking the account box and clicking the Revoke Invite button.

    • Leave the user’s invitation in the expired state.

  3. If the user you want to invite does not appear on the page, click Invite user.
    The invite user dialog
  4. Type the email address to which to send the invitation.
  5. Select Administrator or User.

    Keep in mind that the Administrator role gives the user full privileges on this server. Administrators can add and delete other users.

  6. Click Send Invite.
    An email is sent to the user that contains a link to create a new account on the server. This link also authorizes an existing user who has access to a different server to log into this server by using the same account.
    Note: The email invitation link expires after seven days of no activity.