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Inviting a colleague

Suggest edit Updated on February 6, 2019

Objective

Learn how to invite colleagues to participate in the experience of building your application in Pega® Express. The role, such as Author or Manager, that you assign to users governs how they interact with your application.

This task takes approximately 5 minutes to complete.

Procedure

  1. Click Turn editing on to enable application-editing mode for your application.
  2. In the navigation panel, click Users to view the list of users who can access your application.
  3. Click People.
  4. Scroll down to the Invite people to your application section.
  5. Enter the email address of the user that you want to invite.
  6. Select the role for the user that you want to invite. For example, you can assign the Manager role to a user who creates and manages cases.
  7. Optional: To customize the message to send to the invited user, click Include a personal message.
  8. Click Send invitation.

The invited user receives an email with a link to create login credentials. After the user creates the credentials, the user can log in to your application.

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