PingOne for Enterprise

Inviting a new customer

Create a new customer connection by inviting them to connect with your application.

About this task

When you invite a customer to use your applications, you enter the profile information for the new customer. PingOne SSO for SaaS Apps sends an email invitation to the customer.

To invite a new customer, you must be either a Global Administrator or Support Administrator (either Read and Write or Read-Only)

After sending the invitation, you can choose to resend or cancel the customer invitation, if necessary.

Steps

  1. Go to Managed Accounts.

  2. Click Invite Customer.

  3. Enter the profile information for the new customer.

    The Customer ID entry is optional. This is a unique identifier you can use for this customer within the context of your service as account manager.

  4. Click Done.

    Result:

    An email invitation is automatically sent to the customer email address you specified, and the new customer is added to your customer listing.

    If you have customized an email template for your service, the customized template will be used. Otherwise, the PingOne SSO for SaaS Apps default email template is used.

    For more information about customizing email templates, see Configuring customer account service settings.