- Their full name
- The email address they will use to sign in to their account
When you’re ready to invite the agent:
Enter member details
Enter the new member’s full name and email, as well as their role. Which role should I choose?
Invite!
Tap the “Invite” button. If the invitation was successful, the view will dismiss and you’ll see a success alert. If an error occurs, ensure the member hasn’t already been invited to another organization.
An email will be sent to the agent you invited with a link to complete setting up their account.

