Invitation process

Invitation process

Add new user

Work with CRM system starts from inviting a user to the system. It can be done by Admin/Invite tab.

Input the email address of the person you want to invite as your Company teammate.

Choose an appropriate option under Role drop-down.

Click Send invite button.

Invitation management

All invitations for your Company can be viewed online from the Invites page. Invitation statuses are separated into 3 categories:

• Waiting
• Registered
• Expired

You can also cancel an invitation if it`s status is Waiting when you click the Delete button near the team member you invited.

Then click on Delete button again to confirm the cancellation.

Deactivate the User

A User can be deactivated by the Company manager or Manager. For this purpose:

1. Go to Admin tab.
2. Go to Users subtab.
3. Click on Deactivate button near the selected user.

4. Click on Deactivate button again on confirmation pop up form.

Activate the User

A User can be activated by Company manager or Manager with next steps:

1. Go to Admin tab.
2. Go to Users subtab.
3. Click on Activate button near the selected user.

4. Click on Activate button on confirmation pop up form.