Invite other people to help out with NPS follow-ups, manage campaigns, and check on NPS stats.
You can invite others by visiting the Organization Users section in your main settings in the upper right of the app.
If you were not assigned the 'Organization Settings' permission, then you will not see this section.
On the Users page, you'll see yourself as a user. To invite someone into the account, click on 'Add a user'.
Enter the email of the person you'd like to invite, choose a role for them to have, and click Submit. An email will be sent so they can create their own login credentials.
Send a reminder invite
If they have not created their login yet, you'll see the Send reminder icon next to their name.
Sometimes they didn't see the email or forgot, but you can send them a reminder invitation by clicking on their name and choosing the 'Send reminder' button.
To remove a user, click on their name and then 'Delete'.
Updated 2 years ago