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2. Inviting Clients and Sales Users to an Organization

VS
Vundemodugula Sowmya
Last edited 57 days ago by Vundemodugula Sowmya.
After creating an organization, users must be invited to appropriate Org to enable sales operations and client access. Evolv supports two types of users within an organization:
Sales Users – Internal Revature employees
Client Users – External client representatives

Prerequisites

Sales users must already have the Sales Person role assigned in the Root Organization.
Select the required Organization from the Organization list.
The organization details page will open:
Left panel: Displays organization details
Right panel: Displays user management options

Sales Users

Represents Revature internal employees
Used for managing sales, consultations, and client interactions
Only users with a Sales Person role in the Root Organization can be added

Client Users

Represents external client users
These are the clients for whom the organization has been created

Steps to Invite Sales Users & Client Users

Navigate to the Users tab on the organization page.
Click on the Sales Users sub-tab.
Click Add User.
Select the Revature employee (must have Sales Person role).
Confirm and add the user to the organization.
To invite the client user, click on the Client user tab, and add user.
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