Inviting Users
Step-by-step guide on adding users to your company
Last updated
Step-by-step guide on adding users to your company
Last updated
To invite a user follow these steps:
Click the 'Users' tab.
Click the 'Invite New User' button.
Fill out the 'User Information' form (Phone Number is Optional).
Select a default agent for the user.
Click the 'Send Invite' button.
Once the invite has been sent you will see the new user in the users list. Click the newly added user and assign them a role within the company. For more information on roles click here.