Add Additional Carrier Users

 Carriers

Apps: Web, iOS, Android 

App Version: 2.6.2

 

Overview

  • Steps to add additional Carrier users.

As a Carrier user, I would like to add additional Carrier users to help with processing loads.

This guide will walk through how to add additional Carrier users to your account.

Add Users

Web Mobile
  1. First, go to the Users tab. This tab displays all users associated with the account.
  2. Click on Add a User.
  3. Enter Name, Email and/or Mobile Phone Number, and select the Carrier role from the drop-down.
  4. Click on Invite.

 

Add_Carrier_User_UAT.gif

 

 

Note

Roger recommends filling out either the email or phone number, not both. Entering an email address and a phone number will cause two invitations to be sent: one via email and the other via text message. A user may choose either option; however, it will default to the first invitation they select.

  • If the user's account is set up with an email, they will need to create a password.
  • If the user's account is set up with a phone number, they will receive a four-digit code via text to sign in.
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