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How to Invite Administrator, Accountant, and Agent?

Primary Owners can invite Owner, Viewer, and Member profiles within their team.

1- From your Diool dashboard, click on Settings and then Team.

2- Click on +ADD NEW USER and fill in the dialogue box with the colleague's Email, and their Role.

3- Click on Send Invitation. A popup message will confirm that the invitation has been sent successfully.

You can see the user under the list of team members with a status Pending.

This status will change once the team member confirms the invitation and completes their sign up.

IMPORTANT: Invitations expire within 5 days. After an invitation expires, the Primary Owner can re-invite the user.

Updated on: 10/02/2023

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