Invite an agent

Teams · 30 seconds · Admin

The teammate has a pending invitation.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. As an admin, open Team & access and choose Invite teammate.
2. Enter the teammate’s email and choose the appropriate role. This example uses Agent.
3. Check the email and role, then choose Create invite.
4. Check the pending invitation. The teammate becomes active after accepting.

Transcript

Add a teammate with the right access. As an admin, open Team and access and create an invite. Enter the teammate's email, then choose the role they need. For this example, choose Agent. Check the email and role before creating the invite. They join the workspace after accepting their invitation.

Files

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• English captions (WebVTT)
• English captions (SRT)
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