Invite Members

The Invite Members feature allows you to invite agents via email and assign them either Manager Access or Regular Access based on their role.

Access Levels

• Manager Access: Full access to all features, including editing layouts, integration settings, and other manager-level controls.
• Regular Access: Restricted access, with limitations on editing layouts, managing integrations, and other advanced settings.

How to Invite Members

1. Go to Settings → Invite Members.
2. Enter the agent’s email address.
3. Select the access level: Manager or Regular Agent.
4. Click Send Invite.

Invitation & Login Process

1. The invited agent will receive an email with a login link.
2. They can log in using the provided link.
3. After logging in, they can change their password from Profile Settings.

This feature ensures secure onboarding while maintaining role-based access control.