Invite employees to your agency
As a Manager or an Executive, you can invite employees to your agency. They will automatically be added as verified members of your agency upon accepting and registering.
- At the top of the left menu click the button that says Invite People
- Click Get Team Invite Link if you would like to mass distribute the invite to your entire agency or a large group.
- Copy the Invite Link and Access Code and distribute them to your team (i.e. via email).
- To invite by email or text, on the previous step, click Invite by Email or Mobile
- Add the email address or mobile number of each person you would like to invite
- Click Add another to invite more than the default three
- Click Compose a custom message if you would like to add a personal message to the invites
- Click Send Invite
- All invites will receive an email or a text message with an invite link. When they click on it, they will be redirected into the app or to the App Store if they have not yet downloaded the app.
- Upon registering and logging into Evertel, they will be verified and placed in your agency as a verified member.