Inviting Users

To make the use of Agentcis more efficient, you can invite all of your office members to the system.

Please Note: Before you can invite a new user, you have to first make sure that your user limit has not been reached. If your user limit has been reached you can either update or add a subscription for an additional user or you can inactive a user who is no longer using the system to make space for a new user.

Upgrade a subscription:
https://support.agentcis.com/en/articles/165-adding-subscription
Inactive a user:
https://support.agentcis.com/en/articles/169-inactivating-users
Also, make sure you have the permission to invite the user.

Step 1: Select Teams from the side navigation bar

Step 2: Select Users

Step 3: Select Invite User

Or,
You can directly select Invite user from the dashboard

Step 4: A form will pop-up to add the details of the user. Please note the filed with the asterisk(*) sign are mandatory.

Step 5: Once Complete, select the invite option.

The user will receive an email to accept the invitation.
Note: The users to whom the invitation is sent is listed under the Invited list.
The user who accepted the invitation and log in into the system will be listed in the Active list.
The user who have been inactivated will be listed in the Inactive list.

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