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Inviting colleagues and managing user permissions in myAMDT

Getting started

On the myAMDT landing page, you’ll find two key tiles for user management:

  • Invite Colleagues – Send an invitation to a colleague.

    Figure: myAMDT landing page, Invite Colleagues button

  • User Management – Review existing users, assign roles, and approve pending access requests.

    Figure: myAMDT landing page, User Management button

Inviting a colleague

  1. Select Invite on the Invite Colleagues tile.

    Figure: Invite a Colleague dialog

  2. Complete the form:

    • Email address: Enter the email address of your colleague.
    • Account: Select the appropriate customer account (if you manage multiple).
    • Role: Choose from available roles (e.g., Reader, Engineer, Account Admin). Use the Permission Matrix to verify capabilities before sending the invitation.

  3. Select Invite to send the invitation.

Tip

Use company email addresses for traceability and follow the principle of least privilege - assign only the lowest role needed to complete the required tasks.

Understanding roles and permissions

Use the in-page Permission Matrix to compare available roles.

Figure: Permissions vs. roles table

This matrix outlines which actions each role can perform, such as:

  • Viewing/downloading licenses
  • Uploading usage data
  • Accessing releases and knowledge base
  • Using the chatbot and e-academy
  • Creating support tickets
  • Managing users and permissions

General role guidance:

  • Visitor: Minimal visibility.
  • Reader: View-only access across modules
  • Engineer: Operational tasks (e.g., uploads, downloads, ticket creation)
  • Account Admin: Full administrative rights, including user invitations and role management

Always confirm the exact rights in the Permission Matrix.

Approving requests and managing users

Go to User Management -> Manage your colleagues.

Figure: Manage your colleagues

  • Administratable Users (left panel): Existing users you can edit
  • Pending Confirmations (right panel): Invitations or access requests awaiting approval

Approving or rejecting a pending request

  1. Click the + icon next to a pending item.

    Figure: Pending confirmations dialog

  2. Select the appropriate Permission level (refer to the Permission Matrix if needed).

  3. Select Approve or Reject.

Changing a user’s role or revoking access

  1. Select Edit next to a user.

    Figure: Edit user page

  2. In the Assigned accounts area, select a new role from the dropdown menu.

  3. (Optional) Select Delete to revoke access to the account.

Common workflows

  • New teammate onboarding: Use Invite Colleagues, assign a role, and send the invitation. If your organization requires approval, finalize the process under Pending Confirmations.
  • Role adjustment: Go to User Management → Edit, change the role (e.g., Reader → Engineer), and save.
  • User offboarding: Go to Edit User and Delete for the relevant account.

Troubleshooting

Invitation not received

  • Ask the colleague to check their spam/junk folder.
  • Verify the email address and resend the invitation if necessary.

Missing User Management or Approve buttons

  • You may not have Account Admin privileges. Ask an admin to grant the appropriate role.

Uncertain about which role to assign

  • Open the Permission Matrix and select the least-privilege role that enables the required tasks.

Security & governance tips

  • Apply least privilege by default; elevate roles only when necessary.
  • Use work email addresses for accountability and traceability.
  • Review user access regularly — remove inactive users or downgrade roles as needed.
  • Maintain audit records of who approved access and when, in accordance with your internal policies.