Inviting Users

Adding users to your Stratos account is straightforward. This article walks you through the invitation process and explains what happens after a user accepts.

Inviting a User

1. Go to Users & Access → Access Management.
2. Click the Users tab.
3. Click Invite User.
4. Enter the user’s email address.
5. Assign one or more roles (Viewer, Editor, Manager, etc.).
6. Optionally set a home folder — the folder the user sees by default.
7. Click Send Invitation.

The user receives an email with a link to set up their account.

Pending Invitations

After sending an invitation, it appears in the Pending list on the Access Management page. You can:

• Resend the invitation if the user hasn’t received it.
• Cancel the invitation if you change your mind.
• View details — see when the invitation was sent and to whom.

Invitations expire after 7 days. If a user doesn’t accept within that window, you’ll need to send a new invitation.

User Activation

When a user clicks the invitation link:

1. They create a password (or sign in through your organization’s identity provider).
2. They land on the Stratos dashboard.
3. Their assigned roles and folder grants are immediately active.

Setting a Home Folder

A user’s home folder determines where they land when they open the Media Library, Screens, or other content pages. Setting a home folder:

• Reduces clutter — users only see the folders they need.
• Improves security — users can’t browse folders they don’t have access to.
• Simplifies navigation — users start in the right place.

Bulk Invitations

To invite multiple users at once:

1. Click Bulk Invite on the Access Management page.
2. Upload a CSV file with columns: email, role, home_folder (optional).
3. Review the preview and confirm.

Each user receives an individual invitation email.

Related

• Roles & Permissions — understand what each role can do.
• Managing Roles — create custom roles.
• User Groups — manage groups of users.
• Folders — folder structure and access control.