IMPORTANT ANNOUNCEMENT: On May 6, 2024, Carbon Black User eXchange (UeX) and Case Management will move to a new platform!
The Community will be in read-only mode starting April 19th, 7:00 AM PDT. Check out the blog post!
You will still be able to use the case portal to create and interact with your support cases until the transition, view more information here!

User Exchange: How To Add A User To The Company Group

User Exchange: How To Add A User To The Company Group

Environment

  • User Exchange: All Versions
  • Active User with Group Admin rights

Objective

How to invite new users to a private Company Group to view and open Technical Support cases.

Resolution

  1. Log into the Carbon Black UEX with a Group Admin account.
  2. Navigate to the Company Group's home page (Company Group > Company Group).
  3. Click the View All button under the list of members:
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  1. Click Invite Members 
  2. Enter the user's User Exchange id into the "Send To" field
  3. Click Send Invitation.

Additional Notes

  • Note: Make sure to use the user ID and not the user's email when inviting them
  • The new user will receive an email invitation to join the group.
  • The new user needs to validate their email in order to be added to the group.
  • If the user is not validated they will see the error "You do not have sufficient permissions for this resource or its parent to perform this action".
  • PLEASE NOTE: there is a bug currently where the system cannot return two-character usernames in order to invite them.  If you need to invite a team member that has a 2-character username, please email us and we'll take care of it.

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Creation Date:
‎11-25-2018
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8783