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Inviting Your Team to Work with Arxus

Learn how to invite your colleagues to collaborate with Arxus granting them access to the right services, assigning their roles, and managing everything directly through the Customer Portal.

Updated this week

Why It Matters

Working with Arxus often involves multiple touchpoints: service management, technical collaboration, and commercial communication.
To make this seamless and secure, every person in your organization who interacts with Arxus, whether for support, operations, or administration must be properly onboarded through the Users & Permissions section of the Customer Portal.

This ensures each person has the right visibility, permissions, and communication role from day one.


Prerequisites

Before inviting others to collaborate with Arxus, make sure that:

  • You have access to the Users & Permissions section of the Customer Portal.

  • You have the required permission to create or manage users.

  • The services or solutions your company uses with Arxus are already active.

If you don’t see this feature, contact your company’s Portal Administrator (typically someone with the Full Role in Users & Permissions).


Step 1: Go to Users & Permissions

Start from the Customer Portal, this is where all user and role management takes place.
Navigate to Users & Permissions.

Here, you can:

  • Add or remove users and contacts

  • Assign permission groups (defining what services each person can access)

  • Review their recent activity


Step 2: Add a New User

To invite someone new:

  1. Go to the Profiles tab.

  2. Click + Add Profile at the top right.

Fill in the required information:

  • Email address (used for login and invitations)

  • Salutation and language for communications

  • First and last name

  • Job title, department, and phone number

You can also set a Contact Type (Technical, Commercial, DPO, etc.) if they should receive official notifications or approvals from Arxus.

📌 When you add a user, you’re effectively giving them the ability to interact with Arxus services through the portal and related systems.


Step 3: Assign Permission Groups

Every Arxus user’s access is defined by Permission Groups.
These groups determine which services they can access and what actions they can perform — for example, managing Microsoft 365 subscriptions, viewing reports, or handling tickets.

To assign permissions:

  1. Click on the Permissions Groups tab

  2. Select the permission group of you interest.

  3. Click users > manage users and assign users to that permission group.

💡 Permission groups represent access to Arxus services, not just individual features. The portal enforces these groups automatically to keep access aligned with organizational roles and security standards.


Step 4: Review and Confirm

Check that all details and permission groups are correct, then confirm your changes.
Once confirmed, the user will automatically receive an invitation email containing their account activation link and first login instructions.

They’ll set up multi-factor authentication (MFA) on first access and can immediately start using the services and tools relevant to their role.


Step 5: Monitor and Manage Access

After your team has joined, you can use the Users & Permissions section to maintain oversight:

  • View activities: Track logins, updates, or other user actions.

  • Edit details: Update job titles, departments, or contact roles.

  • Manage permission groups: Adjust what each user can access as responsibilities evolve.

This centralized model ensures that every access change is reflected instantly across the Arxus ecosystem.


Step 6: Create and Manage Permission Groups

If existing permission groups don’t fit your internal structure, you can create new ones:

  1. Go to the Permission Groups tab.

  2. Click Add Permission Group.

  3. Define the name and description.

  4. Select the portal roles and application roles that define what this group can do.

  5. Review and confirm.

Each new group becomes available immediately, so you can assign it to other users as needed.


Step 7: Ensure Role Coverage

Before you finish, make sure your organization has the essential roles assigned:

  • Technical Contact — for service operations and incident handling

  • Commercial Contact — for contracts and renewals

  • DPO Contact — for compliance and privacy matters

Having these roles filled ensures smooth collaboration between your team and Arxus.


Get Help

If you need more help, contact your Customer Success Manager, reach out to our Service Desk support, or type your question in the chat to our support team. They will be ready to assist you.

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