- Log in to CX Service and choose the Quick Actions “Invite User” option.
(OR)
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 - 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. - 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.
- Once the invitation has been accepted by the user, the status will be changed to “ACTIVE.”
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