Once you've created a new application in Adopt, add users to the application so they can begin viewing the guides you've created. There are two user types in Pendo Adopt: Administrator and User.
Admins have full access to the Adopt account and can invite new users. Users can create Guides, view analytics, create a Resource Center and perform other actions, but they cannot invite new users to Adopt. This ability is restricted to Admins. If you require the ability to invite new users to Adopt, ensure you have Admin permissions. There is no limit to the amount of users that can have Admin permissions.
Only Admins have the ability to invite and remove users.
1. Click "Settings" (1).
Note: The location of the Settings button will not change regardless of what page you're on as it is apart of the left hand navigation.
2. Click "Team".
3. Click "+ Invite User" (1).
4. Input details about the user you are inviting and decide whether they have Admin or User permissions.
Unless the Adopt Admin has opted into custom brand settings and updated the custom domain (in which case, the email will be from "no-reply@customdomain"), users will then receive an email from "email@example.com" with their invitation to create an account.
Warning: Be sure to advise your IT team to allow this email address through filters. Sometimes a "no-reply" email is automatically blocked or filtered to spam.
Edit User Permissions
Click the "Edit User" button to the left of the trash can icon.
Note: If a user hasn't accepted their invitation to create a profile, their profile cannot be edited. It can only be deleted.
Hover over the user and select the trash can icon.