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Optional: Inviting people to your application

Updated on May 10, 2021

As an author, you can invite people to use your application by adding them as personas in App Studio. You can use the default personas or create custom personas.

Note: To effectively import multiple people records into the application, use the data loaders. For more information, see Configuring data loaders extensions.
Pega Sales Automation Implementation Guide
  1. In the navigation pane of App Studio, click UsersPeople.
  2. At the bottom of the People screen, click Invite people to your application.
  3. In the Add users to applicationscreen, choose one of the following options:
    • Add a user by clicking the Down arrow key and then selecting a name from the list.
    • Add a user by entering their email address.
  4. Choose a persona this user is related to from the list.
    The system displays both default and custom personas. For more information about creating personas, see Optional: Creating personas.
  5. Optional: To send an invitation email to the new person, click Send invitation.
  6. Click Close this modal to finish.

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