Navigate to the Invite Section
Go to Settings in Shilo.
Click Users.
Open the Invite tab.
This tab will display a list of email addresses pulled from your connected CRM.
Select Users and Assign Roles
Select the user or users you want to invite.
Assign each user a role:
Admin: Has access to all users’ calls and full system visibility.
Member: Can only view their own calls.
Send Invitations
Click Invite after selecting users and setting roles.
Click Send Invite to finalize.
Each invited user will receive an email prompting them to create a password and complete their account setup.
Notes
Ensure CRM email data is accurate before sending invites.
User roles determine visibility of call data within Shilo.