Managing Users
[Tutorial Video] Managing Users
Adding Users From Your Firm
To manage users, you must be an Admin for your company on the interVal Platform.
The landing page for an Admin is divided into two tabs: Team Members, and Business Clients. The Team Members tab will show you all Admins and Managers that are currently associated with your company on the interVal platform.
Admins have the ability to invite Managers only. If you need additional Admins added to your interVal account, please contact interVal’s Customer Success team.
To add a new Manager, click the purple Add Team Members button.
Enter their email address in the text box.
To invite additional Team Members at the same time, click the plus sign to add a new email field. Here you can send up to 5 invitations at once. When the email addresses have been entered, click the Send Invite button.
The invitations will now appear under the Invited tab with the status Invite Sent. Should you need to cancel an invitation, simply click the Cancel button.
Your Team Member will receive an email invitation from interVal with a secure link to create their account and join the platform. Once they have created their account, they will appear in your Team Members list.