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Overview

Invite team members from Settings so they can register and sign in to My Extole.

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Invite a Team Member

  1. In the left navigation, click Settings. You can also open Settings directly.
The Settings item in the My Extole left navigation.
  1. In the Team section, click + New Team Member. The Invite Team Member drawer opens.
The Team section on the Settings page, with the + New Team Member button.
  1. Enter their email address.
  2. Under Permissions, leave User Support unselected to give them full Admin access. Select User Support to limit them to the User Support pages of My Extole. For what each role can do, see User Roles & Permissions.
The Invite Team Member drawer with an email field and a User Support permission option.
  1. Click Invite.
  2. They follow the link in the invitation email and set a password before they can sign in.

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If the Invitation Link Expires

An invitation link is valid for 7 days after it is sent, and it can be used only once. Someone who follows a link that has expired, or that has already been used, sees an expired-link message instead of the registration page. To get them a working link, open the Team section of Settings and resend their invite email, as described in Managing Your Extole Users. For the other reasons a link can stop working, see Login Troubleshooting Tips.