Inviting a collaborator

You can invite people to join your team. By collaborating with a group of people with different skills and roles, you can quickly enhance your application and begin processing cases.

  1. In the navigation panel, click the Switch to Express mode icon.
  2. In the navigation panel, click Users > People.
  3. Click Invite people to your application.
  4. In the autocomplete field, press the Down Arrow key, and then select a user name or email address.

    If you enter an email address that does not exist, a new user is created for you.

  5. Optional: To control which type of access the user has to your application, select a role in the list that is displayed.
  6. Click Add.
  7. Close the Add users to application dialog box.