After a user has been created, they can be added to one or more INVOX accounts. Only users with the Owner role can add other users to an INVOX account.
To add a new user to an INVOX account, go to Setup -» Users -» Add new
• User Name: Enter the full name of the user as it was added when the user was created.
• User Email: Enter the user’s email address as it was added when the user was created.
• Role: The role of the user
• Owner: Will have editing rights for all fields/sections of that account.
• User: Will have read-only rights for reports for that account.
Allocate the owner roles cautiously to avoid incorrect settings in INVOX accounts. The owner role grants the user rights to edit, create, and modify important fields in the account (Target number, Receiving number, Billing, etc.).