How do I invite someone new to my TouchConvert Account?

Did a new team member join your company? Is a coworker becoming involved in your sales and marketing efforts and they need a TouchConvert account? Depending on your admin settings, you may be able to add them to your account without having to consult a representative.

If you're the main account holder - you'll be able to add new members on your account. If you're not, you may need to either 1.) consult the full member on your company's account or 2.) contact a TouchConvert representative.

This how-to article will explain how to add a new member to your TouchConvert account if you have full admin access.

Logging into TouchConvert

First, you'll need to log-in to TouchConvert. To log-in, you need to go to app.cmobuddy.com and type in your username and password.

Logging into TouchConvert | TouchConvert

Accessing the Admin Panel

After logging in, from the dashboard - in the right-hand panel, underneath Admin click on 'Settings'.

Accessing the Admin Panel | TouchConvert

Navigating to 'Create New Account'

Once you click on Setting from your Admin settings, you'll want to, again, look to that right-hand panel to access the 'Create New Account' panel.

If you do not see the entire menu below - that means you do not have the admin rights on the account to invite other individuals to your company's TouchConvert account. Please contact a TouchConvert representative or the admin on your company's account to invite the indivudal to your account.

Navigating to TouchConvert | TouchConvert

Inviting someone New to your TouchConvert Account

Once you are on the 'Create New Account' page, you want to scroll down to the section of the page that says 'Invite someone to this account'.

Here you will choose the 'member type' and then type in this person's email address to invite them to your company's TouchConvert account.

* Once you send the invite to this invidual's email, please have them check their inbox, spam or junk folder for their invite - and then they'll be able to set up the account.

Note: If you are not sure what type of Member Type to give this indivudal - you can look at the member types your account offers by clicking on 'Member Management' from the right-hand panel. This page will show you what type of access each membership type offers.

 

Inviting someone New to your TouchConvert Account | TouchConvert

Once they receive the email, they should be able to set up their account and log-in to TouchConvert. If you run into any issues - email our helpdesk!

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