How do I invite colleagues to the platform?

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

20220106 Team Overview menu with arrows and outline

  • On the Team overview page, click the Add colleague button
20220106 Add Colleague with outline
  • 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

20220106 Add colleague Invitation with outline

❗ 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

20220802 registration email with sign up outlined

  • 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 delegate permission level. If you would like to change this, follow the steps in this article

💡 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