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Inviting Customers and Prospects

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Description

With the Slack integration, you can invite customers or prospects to access your portal directly from Slack.

Performing a search

  1. Run the following Conveyor command

    • /conveyor invite

  2. In the form that opens, you can invite a user by email address, assign access groups, and even bypass the NDA step for that user.

  3. You'll then receive a confirmation message stating whether the invitation has been successfully sent to the user. If you're lost at any point with all the available commands, simply ping /conveyor help to get a helper list.

Updated 5 days ago