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How to Invite Teammates
How to Invite Teammates
Updated over 3 months ago
  1. Access Settings:

    • Log in to your account and navigate to the settings section.

    • Locate the "Organization Settings" option in the menu.

  2. 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.

  3. Enter Details:

    • Provide the necessary details for the invitee, such as their email address.

    • Double-check the email address to ensure accuracy.

  4. Send Invitation:

    • Review the role and details you have selected.

    • Click on the "Send Invitation" button to dispatch the invite to the new user.

  5. 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.

  6. 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.

  7. 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.

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