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

Access the admin console
Section titled “Access the admin console”
Click Users in the left menu
Section titled “Click Users in the left menu ”
Click on the add button at the bottom right
Section titled “Click on the add button at the bottom right”
Enter the information
Section titled “Enter the information”
- Enter the first and last name
- Enter the email address
- Select applicable roles and permissions
Open the full-size invitation form screenshot.
Select the team where the user will be located
Section titled “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)
Open the full-size team selection screenshot.