Invite agents: links and approval
The colleague completes their own form; the administrator checks and approves the application.
The colleague completes their own form; the administrator checks and approves the application.
Use your own account. Available sections depend on your permissions and the modules enabled for your agency.
Where to find it
Management → Users
Add user · Permissions and sign-in
Step-by-step instructions
-
Create an invitation link in the users section and send it to your colleague. Once they complete the form, find the application in the same section, check the details and approve it.
-
Check available seats before approving an application. Generating a new invitation disables the old link; after approving a new agent, review their default permission profile.
-
Select a permission profile in the user record to populate permissions and categories. Review them before saving; manual changes may make the user’s permissions differ from the profile.
Check the result
Check details and access from the employee’s account. The profile should contain work contacts and permissions should match their responsibilities.
If something goes wrong
If a menu item or button is missing, ask your administrator to check your permissions and the module. Do not create another record just because the first attempt is not immediately visible.
