Inviting an Account Rep as a Hushly User

To Invite an Account Rep as a Hushly User, you can follow the below steps:

1. From the Left Nav Menu, Click ABM > Account Reps.
      
2. On the Account Rep page, select the account rep to invite.
   
3. On the Account Reps page, click the Invite to Hushly button.   
4. A confirmation of the invitation is displayed. Click OK.   
5. An email invitation shown below is sent to the user.
   
   
6. Click the Set your password button and create the password for the user.
   
   
7. The password is created and the user successfully gets logged into Hushly with an Account Rep user role.       
8. 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.

Related Topics:

Adding a new Account Rep

Managing Account Reps

Editing an Account Rep's

Deleting an Account Reps

Searching  Account Reps