How to Add a User to Your PivotCX Team

How to Add a User to Your PivotCX Team

Adding additional users with different access levels to your PivotCX team is extremely useful if you have more than one person managing your PivotCX account on a daily basis.



Inviting a new User

1. Find "Team Settings" in your navigation bar and click on it. 


2. In the Team Settings view, click on "Users" and then click on "Invite."


3. Type the new user's email and select their access level.


User Levels

Team Managers

Team Managers can add and remove users and change team-wide settings.

Team Members

Team Members can access conversations, send messages, import and export data, and send blasts.

Restricted Members

By inviting someone to a conversation using the ^invite command in the chat view, you can create a Restricted Member. This type of member has access to chats to which they've been invited and nothing else. They can send messages and edit contact information in their accepted conversations, but they cannot access the dashboard.  

4. Click on "Invite" to send them an email invitation. 


When you invite someone to PivotCX, they must activated their account BEFORE they get any candidate deliveries.


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