If you have Provider Admin or Manager status within your organization, inviting additional team members is easy on the AgriSync Web Dashboard. We've outlined how to invite additional Advisors, Internal Employees, and Dashboard Users below.
Advisors have the ability to create tickets, respond to tickets, and start live video sessions with customers and other advisors.
As a Provider Admin or Manager, go to the Manage tab of your AgriSync Web Dashboard. The right
section of the Dashboard is where you can invite additional Advisors.
Enter the Advisor's mobile number
Enter the Advisor's work email
(Optional) Select a team the Advisor will be on
Inviting Internal Employees
Internal Employees have access to internal and external teams. They will receive internal Broadcast Alerts from other advisors and can ask for help. They only have access to their own tickets and cannot provide support to customers.
As a Provider Admin or Manager, go to the Manage tab of your AgriSync Web Dashboard and scroll
down to the Bulk Invite section.
Download the Excel Template or CSV Template
Enter the Internal Employees' email address into the spreadsheet (First and Last Name are optional).
Upload the spreadsheet and click INVITE
Inviting Dashboard Users
Dashboard users have the ability to view tickets and download reports. They cannot take any action on a ticket or start a live video session.
As a Provider Admin or Manager, go to the Manage tab of your AgriSync Dashboard and click Share Dashboard in the top right corner.
Enter the Dashboard User's email address and click PROCEED.
Dashboard users must login at https://app.agrisync.com/user/dashboard
Continue to the Next Section: Managing Teams Within your Organization
Published on: 06 / 13 / 2018