Invite User


  1. Log in to Contacto and choose the Quick Actions “Invite User” option.
    You can also invite users by going to the Team Management page.


    Note: Only the account owner or an admin user can invite users.
    You can learn more about role-based access:
  2. Fill in all of the requested details on the Team Management page — First Name, Last Name, Email, Role, and Team the user is associated with.

  3. Select Invite.
  4. An invitation email to create a user profile should be sent to the agent. The user will be marked as "INVITED" in the user list.
  5. Once the invitation has been accepted by the user, the status will be changed to “ACTIVE.”


Was this article helpful?
0 out of 0 found this helpful
Didn’t find what you are looking for? Create new ticket