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Inviting Users

How To Invite a New User

To invite a new user to your CrowdConversations account:

1. First you will need to navigate to your account icon in the top right of the page and click on Account in the drop-down menu.

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2. This will bring you to a page showing your accounts and you will select the account (you will likely only have one) that you would like to invite users to.

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3. On this page, you will select the button that says Invite A User.

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4. You will now enter the name and email of the user that you would like to add.

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You will select between an Admin or Member role when you add a user.

Description of Roles:

A member role will allow users access to:

  • Access the dashboard
  • Send and receive messages
  • Add contacts and create contact lists

An admin role will allow users that same access but also access to the following:

  • Edit the account
  • Change the office hours

This is a new feature and enhancements to the area of Roles will be considered in the future.