How do I Create and Invite an Agency User?

This guide outlines the steps to create and invite a new agency user.

Step 1: Access the User Menu

1. Log in to your Agency Panel.

2. Navigate to the Settings > User menu.

3. And Click Invite User.

   
   

Step 2: Invite a New User

1. Complete the following fields:

• User Name: Enter the name of the user.

• User Email Address: Provide the user's email.

• Time Zone: Select the appropriate time zone.

• User Profile: Choose between Admin or User profile.

     2. And click "Invite User"  

Note:

• Admin Profile: Grants full access to the platform

• User Profile: Limited access, restricted from business configuration settings.

Step 3: User Invitation Process

1. The user will receive an invitation email.

2. To complete the setup:

• Open the email and click Accept Invite.

• Create a password.

• Log in using the email and the newly created password.