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How To Invite Additional Requestors To Send And Manage Tasks

Business is rarely a one man sport. Chances are you have a marketing assistant or even a 3rd party consultant who you want to be communicating with our team as well or more than yourself.

Here's how to add new requestors to your account. (Only Account Owners can access the Settings menu)

Step 1. Log in to Web Portal

Step 2. Click on Settings

Step 3. Click on the Invite Requestor Button

Step 4. Provide details on who you are inviting

Step 5. The invited requestor will receive an email with an activation link to click and set their password.  This is set to have 1-hour validity period for the activation link for the new requestors. In any event, it expires before the new user has created their login, you can always go back to the portal to generate another email. 


Once activated, they can log in to the web portal

Requestor Limit: Depending on what plan you are on, there are limits as to how many requestors can be added to your account. That does not take off the function of you being able to access the "Invite Requestor"  button from the portal. It will instead advise you of the next step to take to be able to add more requestors to your account.  

Known Issues:

If the requestor you are inviting is already a requestor on another company's account then they won't be able to accept your invitation. You will need to use a unique email address for them (maybe even a free gmail that you create just for this) that doesn't yet have any association with an Automation Agency account to invite them to be a requestor.

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