What it is for
Each organization has its own Owner and its own team. There are three ways for a person to join: the Owner invite (sent when the client is created), user creation by the agency, and an invite sent by the Owner in the app.Who can do it
The agency creates users and resends the Owner invite in the portal. In Users (the overview), the agency does not invite: the screen is for looking things up and for Resend access. The organization’s Owner and Admin manage the team in the app only when the agency allowed it (in the organization’s Interface tab, the option “Client manages its own team”). If it did not, the app says the agency manages the team.Where to click
In the portal, open the organization and use the Users tab. The Owner access card is in the organization’s Summary.Step by step
Owner invite
1
Send it in step 4 of New client
Under Owner invite, choose WhatsApp, email or just copy the link. The link is valid for 7 days and works only once.
2
The owner opens the link
They see “Welcome!”, create a password and click Sign in and start. Someone who already has a STChat login signs in with their current password and accepts the invite.
3
Follow along
In the Owner access card you see Sent, Opened and Accepted. Use Resend via WhatsApp, By email or Copy link. A new send creates a new link, and the previous one stops working.
Create a user from the agency
1
Open Users
In the organization, go to the Users tab and click Create user.
2
Fill in the details
Enter Name, Email and Password (at least 8 characters). Use Generate strong password if you like.
3
Pass along the access
No email is sent. Copy the address, email and password with Copy access and give them to the person. The password is shown only once.
Invite sent by the Owner in the app
In the app, the Owner uses Invite person, enters the email and the role (Admin, Supervisor or Agent) and clicks Send invite. The email invite is valid for 7 days. The recipient opens the link and uses Accept invitation.What happens next
The person appears in the list with their role and the instances they have access to. In the Users tab you can also change the role, resend the password email and remove them from the organization. Removing only takes away access to that organization.Common errors
- “This invitation has expired.” Ask for a new one and send it again.
- “This invitation was already used.”
- “This invite was sent to a different email. Sign in with the correct account.” The person must sign in with the email on the invite.
- “The (plan) plan allows N users; upgrade the plan or remove someone.”
- “Enter a valid email.” and “Passwords don’t match.”
- “The agency manages this organization’s team. Talk to it.”