Invite users

Add colleagues to your workspace and give them a role and seats.

For: Admins

Steps

Go to Settings → Users and select Invite user.
Enter their work email and name, then choose a role (for example Agent or Supervisor) and team.
Choose the module seats they need (each seat counts towards your plan).
Select Send invitation. They receive an email to set a password and turn on two-factor sign-in.
Use Resend or Revoke on pending invitations if needed.

Still need help? Contact support