When an employee or an admin wants to access the Dialog Insight platform, you must grant that person access. You must have Admin permissions yourself to create new users or modify permissions in your account. You must first create the user in your account and then send the user an invitation.
Prerequisites
→ Verify the default login rules
Step 1: Create the User
Go to the Account section (in the left menu):
In Users -> Users list, click Add a user:
Add information about the new user:
Assign a user name according to your internal nomenclature and determine the Permission group (permission level) for that user.
→ Learn more about the permission groups
Step 2: Invite the User
In the upper right of the user profile, click Invite user:
The user will receive an email with the login instructions (user name and temporary password).