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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.

Who can invite 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: Owner can restrict members with User role from inviting people to the organisation by restricting permission through Custom Permissions
Note: Teams is an Enterprise Feature. Learn more about Enterprise plans.
Note: If Auto User Provisioning is enabled for your organization, Invitations cannot be managed from Account section.

How to invite members

There are a 3 ways to invite members on BrowserStack:

  1. Send invitation email
  2. Share invitation link
  3. 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 on the Invitations tab in User Management section

    Invitations Tab

  3. Click on 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 on the Invitations tab in User Management section

  3. Click on 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 on 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
Note: 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 on 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. By Default access to all products is provided with User as the role. Modify the product access or role if required from the dropdown

  5. Click Send Invite . The invited person will receive an email inviting them to the join the organization accouunt on BrowserStack.
Note: 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.
Note: 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 on the Invitations tab in User Management section

    Invitations Tab

  3. Click on Upload CSV file below Send Invitation Email
  4. Click on Download template to download CSV format

    Template

  5. Click Upload CSV and select the CSV with user details in the provided format
  6. Click on Continue which will analyse the CSV for any errors
  7. If any errors are present in CSV, click on Download logs to download the CSV file with error details

    Error

  8. Click on 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

Note:
  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.
Note: 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.

How to restrict invitations to domains

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 on 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

What happens when Domain restriction is enabled

  • 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

How to accept the invite

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 on 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.

Who can 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)

How to manage pending invites

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

  1. Resend Invites
  2. Revoke Invites
  3. Modify Access of Invited Users

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

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

    Revoke Invites

  4. Click Confirm.

    Revoke Confirm

Invites can be revoked by performing the following steps:

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

    Modify Invites

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

    Modify Access

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