Organizations that do not have a CRM integrated with RealSynch can now invite team members directly from the Owner Panel. This allows agents to access the RealSynch mobile app and begin recording in-person conversations without first connecting a CRM.
- After signing in, click the gear icon in the bottom-left corner to open the Owner Panel.
- Navigate RealSynch Users and click Invite users:
- Enter the agent's email address.
- Click the Team Role dropdown to update their type of role from your organization:
- Once done updating the role access, click Send Invite
- You can view your invited agent in Synched Team Members tab:
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RealSynch BI Agent Set Up