<aside> 💡 There are two ways to invite a user to the platform. The first way is great when the user you are inviting has not already been added to the roster without an email. The second way allows you to associate an already created user with an email. Associated a user with an already created account is important to reduce duplication and keep historical data intact.

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Invite User

1. Go to the Agency Tab
2. Type in the New User's Name and Email (optional)

You can add a user with or without an email. We will be adding them with an email. Make sure to select from making the account an Admin or User, then select Invite User.

1. Check your email

Make sure to check the promotions inbox and spam folder in your email!

1. Complete Invitation Fields

You can complete your login using password, magic link only or microsoft and google accounts. Phone number is used for the agency bulletin module when making text message notifications.

Your username in the future is your email and your password is the one you set up!