Invite User

  1. Log in to Contacto and choose the Quick Actions “Invite User” option.

    You can also invite users by going to the “Team Management” page.
    Note: Only the account owner or an admin user can invite users.
    You can learn more about role-based access here
  2. Fill in all of the requested details on the Team Management page — First Name, Last Name, Email, Role, and Team the user is associated with.

    Select Invite.
  3. An invitation email to create a user profile will be sent to the agent. The user will be marked as "INVITED" in the user list.
  4. Once the invitation has been accepted by the user, the status will be changed to “ACTIVE.”
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