How to Invite Users?

This page shows you how to invite users, either with a video or a step-by-step guide.

Step-by-Step

1

Access the admin console

2

Click on the corresponding item in the left menu

3

Click on the add button at the bottom right

4

Enter the information

  • Enter the first and last name

  • Enter the email address

  • Select applicable roles and permissions

5

Select the team where the user will be located

  • By selecting Participant so the person is part of the team as a participant in discussions and care channels

  • By selecting Triage so the person has access to the team's triage box (if relevant)

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