Inviting a New User
This section provides step-by-step instructions for inviting a new user to the platform within your company.
Last updated
This section provides step-by-step instructions for inviting a new user to the platform within your company.
Last updated
Inviting a New User:
To invite a new user to the platform, follow these steps:
Navigate to the Home Screen:
Access the application and log in with your credentials.
Once logged in, you will land on the Home Screen.
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.
Navigate to the Users Section:
Within the dropdown menu, locate and select the "Admin" option. This action will redirect you to the Admin Panel.
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.
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.
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.
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.
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.
