Business Intelligence Owner Panel: Invite Agents

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

• Click on Invite to invite a specific agent

• Click the Bulk Invite button to send invitations to multiple team members at once.

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

• An email will be send to the team member’s email on file. See screenshot below
  
  

Note: Invitation expires after 14 days.

• You can view your team members that accepted the invite by clicking System Status or 7-Day Active Users:

• 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 by selecting Revoke Access on the ellipsis.