- 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: https://support.contacto.com/hc/en-us/articles/4414064004761-User-Roles
- 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.
- Select Invite.
- 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.
- Once the invitation has been accepted by the user, the status will be changed to “ACTIVE.”