Access Settings:
Log in to your account and navigate to the settings section.
Locate the "Organization Settings" option in the menu.
Select Role:
Click on the "Invite Teammates" or similar option.
Choose the role for the new user:
User: Select this option if the invitee will only interact with the AI chatbot and does not require admin privileges.
Admin: Choose this option if the invitee needs access to the admin portal for managing settings and overseeing the organization.
Enter Details:
Provide the necessary details for the invitee, such as their email address.
Double-check the email address to ensure accuracy.
Send Invitation:
Review the role and details you have selected.
Click on the "Send Invitation" button to dispatch the invite to the new user.
Email Notification:
The invitee will receive an email containing an invitation to join your organization.
The email will include instructions on how to accept the invitation and create their account if they don’t already have one.
Acceptance:
Once the invitee receives the email, they need to click on the acceptance link provided in the email.
After accepting, they will be added to your organization and granted the appropriate access based on the role you assigned.
Confirmation:
You may receive a notification or confirmation that the invitee has successfully joined your organization.
Check the "Users" or "Admin" section to ensure the new member appears in the list.
Updated over a week ago