PrativaniInvite teammates
Add the people who answer customers, choose their role and seat, and manage invitations.
Before you start
Every planNeeds: Members: Invite
- A free seat on your plan for each teammate who will reply to customers. Read-only teammates don’t use one. See Full and Lite seats.
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Go to Settings›Teammates›Members and click Invite Member.
The dialog shows how many seats you have left.
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Fill in the teammate’s Email and Name, and choose:
- Role: what they can see and do, such as Admin or Agent. See Roles and permissions.
- Seat type: Full to reply to customers, or Lite to view only.
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To invite more people at once, click Add another.
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Click Invite.
You should see ”Invitation sent successfully!” and the person on the Invited tab.
What happens next
Section titled “What happens next”Each person gets an email with an Accept Invitation button. The invitation works for 72 hours. When they accept, they appear on the Members tab and you get an email.
Send them Your first day as a teammate.
Manage invitations
Section titled “Manage invitations”On the Invited tab:
- Resend invitation sends the email again.
- Revoke invitation stops the link working.
Common problems
Section titled “Common problems””Agent Limit Reached”
Every Full seat on your plan is taken. Invite the person with a Lite seat, remove someone, or add seats under Billing.
”This invitation has expired!”
Invitations last 72 hours. Click Resend invitation on the Invited tab.