How to invite new users

With the latest version, you can invite new users on the widget itself and manage permissions for each member of your team.

To invite new users into your account, we will generate a shareable link so he/she can register to your Helppier account. 

 To add users, you need to create user roles (to edit, manage or read content) first.

Using link

1 - Access Widget Settings by clicking the 3rd icon on the sidebar

2 - Select "Users" on the menu

3 - Click on "New User"

4 - Add the user's information

5 - On the same screen, scroll down and define a role for this user

(you will need to set roles before adding users)

 

 6 - Click on Save

7 - Access the user's panel, click the options menu and select "Edit User"

8 - Click on get invitation link and send to your team member via any channel you'd like, be it chat or email.