Inviting a New User

This section provides step-by-step instructions for inviting a new user to the platform within your company.

Inviting a New User:

To invite a new user to the platform, follow these steps:

1. Navigate to the Home Screen:

   • Access the application and log in with your credentials.

   • Once logged in, you will land on the Home Screen.

     
2. Access the Admin Panel:

   • On the Home Screen, locate the dropdown menu in the top-left corner of the interface.

   • Click on the dropdown menu to view its options.

     
3. Navigate to the Users Section:

   • Within the dropdown menu, locate and select the "Admin" option. This action will redirect you to the Admin Panel.

     
4. Initiating the Invitation Process:

   • Once you're in the Admin Panel, navigate to the "Manage Users" tab.

   • Click on the "Invite New User" button to initiate the invitation process.

     
5. Completing the Invitation Form:

   • Upon clicking the "Invite New User" button, an "Invite New User" panel will open.

   • In the invitation panel, enter the new user's details:

     • First name

     • Last name

     • Email address

     • Optional phone number

     • Select the user's default agent from the dropdown menu.

       
6. Sending the Invitation:

   • After entering the required information, review it for accuracy.

   • Once satisfied, click on the "Save" button or similar action to send the invitation to the new user.

     
7. Confirmation:

   • Upon sending the invitation, a confirmation message may appear to indicate that the invitation has been sent successfully.

   • The new user will receive an email containing instructions on how to complete their registration and set up their account.

Note: Ensure that you enter the new user's information accurately, including a valid email address, to ensure successful delivery of the invitation.

Additional Information:

• Company Admin Privileges: Please note that only users with company admin privileges can access the admin panel and manage users.

• User Licenses: Make sure your company has purchased enough licenses to accommodate the new user. If your company does not have enough licenses you will not be able to add a new user.