Inviting a User

• Navigate to the User's tile and select OPEN APP

• Next Choose More Options (If on behalf of Sales Rep/user)

• Choose User View (If on behalf of Sales Rep/user)

• Find and impersonate the sales rep that the users need added underneath (If on behalf of Sales Rep/user)

• Next choose Company View

• Choose the company that users need to be added to. If a company needs to be added to the sales rep view this article CLICK HERE

• Choose a group to add users to and make sure application(s) are assigned to the group

• Choose Invite new user

• Enter users information and select Add

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