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  • Welcome
  • Fundamentals
    • Crystal
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  • Crystal Advisor
    • Access to Crystal
      • Signup
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    • Talk to Your Data
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      • Export Topic
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      • Choose Language
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  • Crystal Console
    • Configure Crystal
      • Discover the Console
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      • Prepare Your Data
    • Create Topics
      • Topic Creation: Overview
      • Topic Creation: Connect
        • Supported Data Sources
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        • Manage Data Sources
        • Tutorials for Specific Data Sources
          • Connect Google Sheets
          • Connect Google BigQuery
          • Build a Web Connector
      • Topic Creation: Configure
        • Objectives and Visualizations
        • Data Binning
        • Configure Custom Entities
        • Configure Key Values
        • Modify Data Table
      • Topic Creation: Filter
      • Topic Creation: Train
      • Topic Creation: Topic Details
      • Topic Creation: Set Permissions
      • Topic Creation: Review and Publish
      • Specifc Visualizations Guides
        • Build a List Table
        • Build a Single Line Chart
        • Build a Multi-Line Chart
        • Build a Ranking Table
      • Topic Creation: Custom Topic Titles
      • Topic Statuses
      • Data Preview
      • Manage Your Entities
    • Manage Users
      • Discover the Users Area
      • Invite Users to Crystal
        • Invite Users Manually
        • Invite Users via Identity Providers
          • Enable the Microsoft Identity Provider
          • Enable the Google Identity Provider
      • Create and Manage Groups
      • Manage Permissions
  • Limitations
    • Limitations on Crystal Advisor
    • Limitations on Crystal Console
  • Support
    • Support on Crystal Advisor
    • Support on Crystal Console
  • Release Notes
    • 2024
      • Crystal Web
        • Crystal Web v2.59
        • Crystal Web v2.58
        • Crystal Web v2.57
        • Crystal Web v2.56
      • Crystal Mobile
        • Crystal Mobile v3.1.7
        • Crystal Mobile v3.1.6
        • Crystal Mobile v3.1.5
        • Crystal Mobile v3.1.4
        • Crystal Mobile v3.1.3
        • Crystal Mobile v3.1.2
        • Crystal Mobile v3.1.1
        • Crystal Mobile v3.1.0
        • Crystal Mobile v3.0.39
        • Crystal Mobile v3.0.38
    • Archive
      • 2023
        • Version 2.55
        • Version 2.54
        • Version 2.53
        • Version 2.52
        • Version 2.51
        • Version 2.50
        • Version 2.49
        • Version 2.48
        • Version 2.47
        • Version 2.46
        • Version 2.45
        • Version 2.44
        • Version 2.42
        • Version 2.41
        • Version 2.40
        • Version 2.39
        • Version 2.38
      • 2022
        • Version 2.37
        • Version 2.35
        • Versions 2.29-2.30
        • Versions 2.27-2.28
        • Version 2.26
        • Versions 2.24-2.25
        • Version 2.23
        • Version 2.22
        • Version 2.21
        • Version 2.20
        • Version 2.19
        • Version 2.18
        • Version 2.17
      • 2021
        • Version 2.15
        • Version 2.14
        • Version 2.13
        • Version 2.12
        • Version 2.11
        • Version 2.10
        • Version 2.9
        • Version 2.8
        • Version 2.7
        • Version 2.6
        • Version 2.5
        • Version 2.4
        • Version 2.3
        • Version 2.2
        • Version 2.1
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  • Invite People
  • Choose Invitation Method
  • Jump to Section

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  1. Crystal Console
  2. Manage Users

Invite Users to Crystal

This page describes how to invite Users to Crystal.

Last updated 1 year ago

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To join Crystal as Members, all Users must be invited by the Admin.

If you are an Admin User, you can manage the invitation process from the Crystal Console.

Let's see how to do this!

Remember

As viewing are inherited from Groups, after the invitation process don't forget to also add the invited Users to one or more Groups in order to grant them viewing permissions to data - otherwise they won’t be able to talk to Crystal on the first access.

Invite People

First of all, access the Invitation Section:

  1. go to the "Users" Tab

  2. choose the option "People"

  3. click on "Invite People"

Choose Invitation Method

At this point, you can choose between two invitation options:

  1. add Users manually, sending them an invitation link and asking to create a Crystal account

  2. granting Users access via Identity Provider (IDP), allowing them to access Crystal with an enterprise email without creating a Crystal account

Please Note

Deep-dive on the invitation methods!


Jump to Section

Users will need to follow different and processes based on the method you choose.

Signup
Login
Invite Users Manually
Invite Users via Identity Providers
permissions
Invite People
Invitation Options