Onboard Users

Customize Invitations, Create User Permissions, and Invite Users.

Articles

Create user permissions
How to add user permissions that define which app features are available to users of the MultiLine app.
Customize email invitations
How to customize email invitations. We provide a default email invitation with the required information which you can edit according to the needs of your organization.
Managing email domain restrictions for MultiLine invitations
How to restrict the email domains that can receive MultiLine invitations.
Customize SMS invitations
How to customize SMS invitations. We provide a default SMS invitation with the required information that you can edit according to the needs of your organization.
Add and invite a user to MultiLine
How to send or resend MultiLine invitations which are required for users to access MultiLine apps.
Add and invite users to MultiLine with batch CSV upload
How to add and invite a batch of users to MultiLine using the batch CSV upload.
Resend a MultiLine Invitation
How to use resend invitation to send invitations to users you have previously invited or to send invitations to the first time for users that you added without inviting.
Search users and view invitation status
How to search user accounts to check invitation status during onboarding.
Set Up Data Only Onboarding
How to configure a set of users who use MultiLine without cellular connectivity.
Guide to onboarding users for MultiLine Desktop
How to onboard users to MultiLine Desktop.