Business Intelligence Owner Panel: Invite Agents

• From your BI Dashboard, go to Owner Panel(gear icon on the left side)

• From the Realsynch Users list screen, click on Invite Users button to be redirected to Synched Team Members screen

• From the Synched Team Members screen, two ways to send invitations:

• • Select Invite User under Settings for an individual team member to send invitation.

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  • Use checkboxes to select multiple team members and select Send/Resend Invite option and the Go button.

Note: Team Members who are already Realsynch members will be excluded from the bulk invitation.

• An email will be send to the team member’s email on file. See screenshot below
• Invitation expires after 14 days.

• Upon acceptation, validate invitation.
1. If invalid, team member will be redirected to an error page with message:
• Invitation not found -> “Invitation found”
• Invitation already accepted -> “Invitation already accepted”
• Expired invitation -> “Invitation expired on [Expires At]”
2. If valid, team member must initialize Realsynch account via Google, Apple or custom password

• After the agent accepts their invite and finishes the setup process, they will be listed as an active RealSynch user.

• Upon initialization, team member will be redirected to the dashboard with his/her own data only.
• As an owner, you may revoke Realsynch access from any user on the Realsynch Users screen by selecting Revoke Access on the Settings menu.