Crystal Docs
English
English
  • Welcome
  • Fundamentals
    • Crystal
    • Crystal Topics
  • Crystal Advisor
    • Access to Crystal
      • Signup
      • Login
      • Discover the Advisor
        • Notifications
        • Account
    • Talk to Your Data
      • Conversation
        • Request Topics
          • Entity-Based Conversation
          • Context Memory
          • Autocomplete
        • Request a Data Analysis
        • Disambiguation
    • Explore Your Data
      • Suggestions
      • Topics Overview
      • Filter Topics
      • Ask Topics
      • Past Questions
      • Change Chart
    • Analyze Your Data
      • Automated Insights
      • Insight Analysis
      • Alerts
        • Anomaly Detection
        • Threshold Monitoring
        • Topic Scheduling
      • Forecasting (Beta)
    • Report and Discuss Your Data
      • Export Topic
      • Share Topic
      • Data Storytelling
    • Customize Your Experience
      • Choose Language
      • Choose Theme
    • Crystal on Mobile
      • Siri & Shortcuts
    • Crystal on Microsoft Teams
      • Download Crystal on Teams
  • Crystal Console
    • Configure Crystal
      • Discover the Console
      • Choose Project Settings
      • Prepare Your Data
    • Create Topics
      • Topic Creation: Overview
      • Topic Creation: Connect
        • Supported Data Sources
        • Supported Data Fields
        • 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
Powered by GitBook
On this page
  • Choose Method
  • Enter User Info
  • Invite More Users
  • Send a Reminder

Was this helpful?

  1. Crystal Console
  2. Manage Users
  3. Invite Users to Crystal

Invite Users Manually

This page describes how to manually invite Users to Crystal.

PreviousInvite Users to CrystalNextInvite Users via Identity Providers

Last updated 1 year ago

Was this helpful?

As an Admin Member, there are that you can use to invite Users to Crystal: manual or via Identity Provider.

This guide focuses on the manual invitation method (you can read about the alternative method ).

Let's see how to do it.

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.

Choose Method

Choosing the invitation method is easy:

  1. go to the "Users" Tab

  2. choose the option "People"

  3. click on "Invite People"

  1. now you can choose the "Add manually" invitation option

Enter User Info

Now you need to insert all the details of the Users you want to invite.

Mandatory Fields:

  • First name

  • Last name

  • Email

  • Role

Crystal Roles

Remember that Member Users are the ones who can access the Crystal Advisor only, whereas Admin Users can access both the Advisor and the Console.

Optional Fields:

  • Job title

  • Country

When you click on "Add manually", an email will be sent to the new User with an invitation link to enter the Crystal Project.

The User just added will be collected within the "Pending Invitations" sub-tab, it means that this User has not logged in to the Project yet: once the invited User will complete the first Login in Crystal, it will be moved to the People sub-tab.

Remember

Depending on your subscription plan, Users seats are limited to a specific number.

You can check this number in the upper part of the screen.

Invite More Users

If you need to add more than one user at the same time, you can select the "Invite another" option that is located in the User Info element.

In this case, when clicking on the button, the User is added and the Users tab will be refreshed to allow you to insert the new User’s details.

Send a Reminder

You can easily send a reminder to join Crystal to each User who has not yet logged in for the first time: just check the dedicated area related to the "Pending Invitations" in Users within the Console to send all the reminders you need.


To know more about Crystal Users' roles, check .

this article
two invitation methods
here
permissions
Invite People
Add manually
User information
Total Seats Available
Send a Reminder