Adding new users to the license

Once you create a license for your customer, be sure to send them an invite so they can start using it. What else can you do to increase the chances of a successful sale?

We recommend adding new users to the license — anyone like agents or employees who will use it in the future.

Remember that you can also create an account for yourself - to set it up or be able to help your customer whenever they need it.

You can also create an account for yourself.

Once you finish the process, we’ll send them invitations to join the license.

Remember that adding a user will increase the cost of the license for the customer. Make sure to add only as many users as your customer needs.

Remember that adding a user will increase the cost of the license for the customer. Make sure to add only as many users as your customer needs.

Please note that when adding new users, you will have to assign them roles: 

- an Administrator (they have access to almost all the features and settings - other than payments)

- or an Agent (this role is mostly focused on chatting with clients). 

-> Read more about roles in Text App here.

-> Read more about roles in LiveChat here.

-> Read more about roles in HelpDesk here.

If you want to purchase an additional account for yourself, don’t forget to assign yourself the Administrator role.

If you want to purchase an additional account for yourself, don’t forget to assign yourself the Administrator role.

How to invite people to a license

There are several ways of adding new users to a license.

1. When creating a license for your customer

User invitation is the last step of the license creation process. Simply add new users’ email addresses, assign their roles, and click “Continue.”

2. From the license details of an account you already created

Start by finding the organization you want to invite more people to (the “Clients” tab). Once you select the organization, navigate to “Licenses” and select the relevant license. You’ll be taken to the “Summary” screen, where you can both: invite new users, or send an invitation reminder.

3. From the “Users” screen

When you’re in the license details, click on the “Users” tab.

This tab was solely created so you could:

• add new users (send new invitations),
• monitor the status of your invitations,
• resend the invitations that haven’t been picked up.

After you resend the invitations, we’ll send a notification to your inbox every time:

• your invitation was picked up (and a new user has created their account),
• 48 hours have passed, and the invitation wasn’t picked up.

Thanks to that, you’ll always be on track with your license.

Want to learn more about license notifications? Check this post: License alerts