Click the Invite End User menu. The Invite New End User wizard opens, showing the first step: Choose Blueprint.

From the Project dropdown list, select the Project for which you want to send an invitation.

If it appears, from the Team dropdown list, select the Team for the invitation.

In the Owning Project Member dropdown list, select the project member that the end user should be assigned to as a CloudShare user. The owning project member usually becomes the end user’s 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 Single invitation mode.

If you want CloudShare to send the invitation by email to your end user, do the following:

1. Enter the end user’s email address in the Email field.

2. Preview our default email by clicking the Preview button. 

   Note

   Project managers can customize the default invitation email from the project settings. 

3. To customize the email, click Edit, make your changes and click Apply. See Customizing the Invitation Email for more information.

If you leave the Email field blank, CloudShare will not send the invitation. After you complete the wizard, you will be able to copy the invitation link and share it yourself with one end user. See Copying Invitation Links.

Enter the end user’s First Name and Last Name.

Enter text of your choice in the Opportunity field, for tracking purposes. This is usually the name of the end user’s company.

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.

From the Environment Policy dropdown, select the policy that will govern the life cycle of the end user’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. The invitation is created and a message appears in green at the bottom left of the page. The invitation link for the end user is included in the message. You can also link from the message to more details about the invitation you just created.