Importing employees from CRM
In order not to invite employees manually one by one, use the possibility of importing from CRM-system. First of all, let's connect the integration:
Integration connection
1. Log in to your personal account and go to the Selected company tab.
2. Click Settings and select Integration with CRM.
3. In the pop-up window, select the CRM in the Portal Type section.
4. In the Link to CRM line, select the connected account you need. If the list is empty, check if ChatApp integration is enabled in CRM.
5. Assign an administrator in CRM and click Save.
Employee invitation
1. 1. Return to the Selected company section and go to the Employees tab.
2. If the Roles section is empty, create a role. Then click on the Employee + tab.
3. In the pop-up window, click on the icon of your CRM system.
4. Move the slider opposite Invite all if you want to add all employees connected to CRM or only some of them. Then click Back.
5. 5. In the Role section, assign a role for the selected employees.
6. Click Invite.
An invitation will be sent to the employees by email. They will only have to follow the link and enter the data specified in the message.
