Add a new user to Touchpoint by sending them an invitation.
-
In the upper right corner, click
Product Settings and select
Touchpoint Settings.
-
In the Account Users area, click
Add User.
-
Type the
Email for the new user.
Note: You cannot send an invitation to the same email address twice.
-
Select the
User Access level.
| User
Access |
Description |
| Admin |
- Can view
dashboards and personally identifiable information (PII)
- Can access
organization settings
- Can add or remove
users
- Can complete all
actions mentioned below
|
| Collaborator |
- Can create, edit,
publish, delete, and distribute activities
- Can complete all
actions mentioned below
|
-
Optional:
Customize the invitation that will be sent to the user's email
inbox.
-
Click
Send.
The new user appears
in the Account Users area with the status invite
pending. To successfully accept the invitation, the user must receive
the email notification and click the link within 72 hours.