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.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv1_159qi6p.png)
2- Click on +ADD NEW USER and fill in the dialogue box with the colleague's Email, and their Role.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv2_tedy7x.png)
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv3_outgnx.png)
3- Click on Send Invitation. A popup message will confirm that the invitation has been sent successfully.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv4_gk8ne3.png)
You can see the user under the list of team members with a status Pending.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv5_hcd1n.png)
This status will change once the team member confirms the invitation and completes their sign up.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/invit_1vkqx2e.png)
IMPORTANT: Invitations expire within 5 days. After an invitation expires, the Primary Owner can re-invite the user.
1- From your Diool dashboard, click on Settings and then Team.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv1_159qi6p.png)
2- Click on +ADD NEW USER and fill in the dialogue box with the colleague's Email, and their Role.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv2_tedy7x.png)
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv3_outgnx.png)
3- Click on Send Invitation. A popup message will confirm that the invitation has been sent successfully.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv4_gk8ne3.png)
You can see the user under the list of team members with a status Pending.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/inv5_hcd1n.png)
This status will change once the team member confirms the invitation and completes their sign up.
![](https://storage.crisp.chat/users/helpdesk/website/84bbf79de8eb3800/invit_1vkqx2e.png)
IMPORTANT: Invitations expire within 5 days. After an invitation expires, the Primary Owner can re-invite the user.
Updated on: 10/02/2023
Thank you!