Invite User

 

  1. Log in to Contacto as an Admin user and select the Quick Action Invite UserScreen_Shot_2021-12-16_at_2.31.59_PM.png
  2. On the Team Management page, fill in the required details — first and last name, email address, user role, and the team the user is associated with. Click Invite.Screen_Shot_2021-12-16_at_2.35.20_PM.png
  3. The agent should receive an invitation that allows them to set up a user profile. The user will appear in the user list with the status “invited.” 

 

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