Invite a Manager or Agent to Your Plan

The admin can invite managers or agents to your dashboard.

To invite them to your In.Inc. account, add their email addresses within the Team section.

If you are the admin or manager of the account, you can easily manage the team and invite other members to the account.

Let’s explore further.

How to Invite

Please follow the steps below to learn how to invite Agents to your plan.

To add Manager/Agents to your In.Inc. account, follow these steps:

• Log in to your In.Inc. account and click on the Team tab in the left navigation pane.
• Click + Invite Members on the right-hand side of the page.
  
• A Pop up window will open as the image shown above, here Add their email addresses and fill in the required details.
  Note: You can add multiple Agents by separating each email with a comma (up to 10).

• Select the group (created earlier) where you want to place them.
• Choose the role: Manager or Agent.
• Click Send Invite.

Invite Email

The invited members can approve the invite via the In.Inc. dashboard or their email inbox, shown

below:-

Note: This link is valid for 14 days.

Manage Invites

The admin can easily check the status of invites, whether they are pending, declined, or accepted. By clicking "Cancel," Admin can stop an invite, and the link will no longer work to join the team.

In the Team tab, under "All Members," the admin can take different actions like removing members from the account, changing their groups, allocating credits to the member, and canceling any invites that are still pending.

Next to the "All Members" tab, there is a "Groups" tab where the admin can view all existing groups. In this section, the admin can rename groups, check or update allocated credits, and remove groups if needed. There is also a navigation icon, which, when clicked, opens a new window showing the members of that specific group.