The End User Invitations wizard lets you send invitations to multiple recipients to spin up demo labs from one specified blueprint. Each end user receives access to a unique personal copy of the environment.
To invite multiple recipients:
Prepare a recipients file in .csv format. The file should contain all the email recipients you want to invite. It is OK if the file also contains contacts that you do not want to invite. The wizard will give you the option to remove selected contacts (see step 10).
Each line of the file should contain one recipient’s details in the following order: email address, first name, last name. You can download a sample file here, which you could modify to produce the one you need.
From the Invitations menu, select Invite End User.
The Invite an End User wizard opens, showing the first step: choosing a blueprint.
In the Owning Project Member field, select the project member that the prospects should be assigned to as CloudShare users. The owning project member usually becomes the prospects’ point of contact for purposes such as requesting another invitation. Your own name appears by default.
If you are not the project manager, you won’t see an Owning Project Member field, and you are automatically the owning project member.
If your project has access to more than one CloudShare region, you’ll see a Region field. Select a region from the dropdown.
Select your blueprint from the Blueprint dropdown. The options available are all the blueprints that have snapshots saved to the region you selected in the previous step.
You might see a Use Latest Snapshot Instead of Default checkbox. Check this if you do want to use the latest snapshot instead of the snapshot that’s set as the default.
When you’re done choosing the blueprint, click Next Step Add Recipients.
Choose Multiple invitation mode.
When prompted, browse to your recipients file (see step 1) and click Open.
Check the list of recipients and remove any you don’t want to include by clicking .
Click Add Recipients.
The recipients are added.
Enter text of your choice in the Opportunity field, for tracking purposes. This is usually the name of the prospect’s company.
Choose whether you want to send our default email message to the recipients or customize it:
To send the default email message, select Default Message. You can preview it by clicking the Preview button.
Project managers can customize the default invitation email from the project settings.
To customize the email, select Custom message, then click Edit, make your changes and click Apply. See Customizing the Invitation Email for more information.
Click Next Step Additional Settings.
From the Invitation Valid For dropdown, select how long you want the invitation to be valid for.
There are three preset options and the option of a custom range. The preset ones allow the user to accept and start running the demo environment immediately. With the custom time range, you can control the time frame in which the user can accept the invitation and start using the environment.
You can create your invitation now but make it become valid at a future time. To do that, select the Custom Range option and set the From time to the time you want your invitation to become valid.
From the Environment Policy dropdown, select the policy that will govern the life cycle of the prospect’s demo environment. When you select an environment policy, the text below the field describes the policy you chose.
If you need to change any of your settings from any step in the wizard, click one of the checked step buttons to go back to a previous step. You can skip around the steps without losing any of your selections.
When you’re happy with your settings, click Confirm Create Invitation.
A unique invitation link is created for each recipient and a success message appears in green at the bottom left of the page. The invitations appear in the End User Invitations page. To see details of each invitation, click the email address in the Sent To column.