Invite Users

Grow your team by inviting new users to join your Commtrix organization. This page explains how administrators can add team members to the system.

Administrator Access Required

Only users with Administrator privileges can invite new users.

Inviting a New User

1. Navigate to User Management from the sidebar.
2. Click the Add User or + button.
3. Enter the user's details:
   • Email Address (required) - The invitation will be sent here
   • First Name (required)
   • Last Name (required)
   • Role - Select the appropriate permission level
4. Click Submit.

User Roles

When inviting users, assign them an appropriate role:

Role	Description
Administrator	Full access to all features including billing, user management, and system settings
Agent	Standard user access for making/receiving calls and managing contacts

Role Assignment

Be cautious when assigning Administrator roles. These users have full control over your organization's settings and billing.

What Happens After Invitation

1. Email Sent: The invited user receives an email with a link to set up their account.
2. Account Setup: The user clicks the link and creates their password.
3. Status Update: The user's status changes from "Pending" to "Active" in your User Management list.
4. Access Granted: The new user can now log in and access features based on their role.

Next Steps After Invitation

Once a user accepts their invitation:

1. Assign to Queue: Add them to appropriate queues so they can make/receive calls.
2. Configure Profile: Help them set up their profile picture and status.
3. Training: Direct them to this documentation for onboarding.