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 'Admin Console.'
Click the 'Admin' button.
Click the 'Manage Users' button.
Click 'Invite User.'
Fill out the 'Invite User' form.
Select a default agent for the user.
Click the 'Save' 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.