Knowledge Base

Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.


 

Category: Adding A New Member

How do I invite someone new to my TouchConvert Account?

By Olivia Justice
July 03, 2017 Category: How To, Adding A New Member

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 youre the main account holder - youll be able to add new members on your account. If youre not, you may need to either 1.) consult the full member on your companys 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, youll need to log-in to TouchConvert. To log-in, you need to go to app.cmobuddy.com and type in your username and password. Accessing the Admin Panel After logging in, from the dashboard - in the right-hand panel, underneath Admin click on Settings. Navigating to Create New Account Once you click on Setting from your Admin settings, youll

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