This article will help you build your team on the Exizent platform.
❗ To invite colleagues you need to be a Company admin. Understand more about user roles and permission levels here
- Log in to the Exizent platform
- When you first log in you'll see a menu icon in the top right-hand corner. From here, select Team overview
- On the Team overview page, click the Add colleague button
- Enter the email addresses of the colleagues you'd like to invite to the platform into the People field using a space or comma after each email address to activate the send button
- Click the Send 1 invitation / Send invitations button
❗ Remember to use a comma (,) or space after each email address to activate the send button, even if you are only inviting one colleague
- Your colleague(s) will receive an invitation email called Join us on the Exizent platform
- They should click the blue Set up my account link
- Then fill in their personal details and click Sign up
- Once they have signed up they will receive a Welcome to the Exizent platform email with some tips to help them create their first case
👍 On the Team overview page, your colleague(s) will show with a pending status until they create their account
👍 All users are initially setup with Case Owner permission level. If you would like to change this, follow the steps in this article
😍 Want your colleague to start helping with your workload pronto? Follow this guide to add them as a collaborator
💡 It's useful for users to click to receive updates from Exizent as this is how they'll find out about beneficial new features added to the platform
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.
🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page
☎️ Call us on 020 8152 2902
✉️ Email us on support@legal.exizent.com