To Invite an Account Rep as a Hushly User, you can follow the below steps:
- From the Left Nav Menu, Click ABM > Account Reps.
- On the Account Rep page, select the account rep to invite.
- On the Account Reps page, click the Invite to Hushly button.
- A confirmation of the invitation is displayed. Click OK.
- An email invitation shown below is sent to the user.
- Click the Set your password button and create the password for the user.
- The password is created and the user successfully gets logged into Hushly with an Account Rep user role.
- On the Account Reps page, the confirmation status (Hushly User) of the user-created is displayed.
Note: The Hushly User (Resend) link is shown until the user accepts the sent email invitation. Click the (Resend) link to resend the invitation.
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