Add Organization Users
Add Organization users by sending an invitation email. If an invitee is not a Prevail Member, they will receive an email directing them to create an account with Prevail.
Their Prevail account will immediately have any new functionality or Session access granted.
Invite a Prevail Member
Invitees with Prevail accounts have immediate Organization access once an invitation email is sent. The email will notify the invitee that their Prevail user account has been added to the Organization.
- Log into your Prevail account.
- On the Navigation menu, click Organizations.
- Click the Organization name.
- Click Members.
- In the Invitee Email box, type the user's email address.
- Click Add.
The user has access to the Organization.
Invite a Prevail Non-Member
If an Organization invitee does not have a Prevail account, they will receive an email inviting them to join the Organization by creating an account with Prevail. Once the invitee creates their account, they can access the Organization.
If SSO/SAML access is configured for an Organization, the invitation email will contain a link to log in through SSO. If SSO is not configured, the email will direct the invitee to Prevail’s Sign Up page, where they can create a new account using the same email address.
- Log into your Prevail account.
- On the Navigation menu, click Organizations.
- Click the Organization name.
- Click Members.
- In the Invitee Email box, type the user's email address.
Note: The user's email domain must match that of the Organization.
- Click Add.
Remove a User
To remove a user from an Organization, please contact Customer Success at CustomerSuccess@prevail.ai.