Invite Team Members

This article covers how to invite team members to your business by email or manually adding them, how to check the status of your invitation, and understanding user roles and permissions.

 

After you create your business account, as an Admin you can bring your team members to Pigeon. Invite new users by email or add them manually through User management panel of your business page. 

Invite by email

  1. Click Invite by email at the top of User management panel
  2. Enter the email addresses of team members you want to invite
  3. Click Role field to open the drop-down menu and select the role for which you would like to invite (Admin or Associate)
  4. Click Add more if you want to create more invitations
  5. Click Send

Add manually

  1. Click Add manually at the top of User management panel
  2. Complete team member's profile by entering the following information:
      • Full Name
      • Position
      • Email
      • Phone number
  3. Click Role field to open the drop-down menu and select the role for which you would like to invite (Admin or Associate)
  4. Tick the checkbox if you want to create a new contact in your business directory
  5. Click Create

Invitation status

If a user has already accepted the invitation, they will appear on the Activated section. If they are not there, find them under the relevant section.

Click Invited by email to check the list of sent invitations and their current status.

Choose the specific invitee or use checkboxes to select multiple invitees and apply one of the actions from Actions menu.

  • Re-invite to send the invitation to this user again
  • Revoke to cancel the invitation by a specific link

OR

Click Added manually to check the list of sent invitations and their current status.

Choose the specific invitee or use checkboxes to select multiple invitees and apply one of the actions from Actions menu.

  • Click Edit to change user's information
  • Click Re-invite to send the invitation to this user again
  • Click Revoke to cancel the invitation by a specific link

If the invitation has Expired status, it is invalid

User roles & permissions

Set different levels of permission based on how much access you want each team member to have. In Pigeon Business user's role can be either Admin or Associate.

  • Admins have advanced business management features. They have access to personal and business profile settings, user and customer management, etc.
  • Associates have basic case management features. They have access to requests, chats, customer notes, appointments. They are ‘view-only’ when it comes to making changes to your business profile, but can edit their personal profile