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.