| NOTE: If you have received your EliseAI credentials, CLICK HERE to view the full version of this article with screenshots. |
Follow this guide to invite users to your team and assign them roles prior to launch.
Navigation
|
■ To access the Invite Your Team page... Click Onboarding in your AI Portal's left sidebar, then click Invite Your Team in the dropdown menu. You can also find it via search: press Cmd+K (Mac) / Ctrl+K (Windows), or click Search at the top of the sidebar. |
Keep in mind that this page will disappear after launch. However, you can continue to manage users in your AI Portal's Manage Users page.
Invite Users and Assign Permissions
You must invite users directly on your AI Portal's Manage Users page. See Set Up and Invite Users in AI Portal for instructions.
However, you can use the Invite Your Team page to:
- Quickly assign required permissions to suggested users.
- Track progress of required user permissions for your EliseAI product launches.
Follow these steps to use the Invite Your Team page:
- Locate a community in page's the Community Name column. Any products scheduled to launch in that community that are missing required user permissions will be marked with a Red X Icon.
- Click on a Red X Icon to view the missing permissions and a suggested user for assignment. This information appears in the Community Setup Details section.
- Click Add Permissions to assign the missing permissions to the suggested user. Or, visit your Manage Users page to assign these permissions to another user.
- A green checkmark appears once you assign all required product permissions for a community.
A green checkmark also appears in the product's Invite Users column on the Launch Status page.
Elise Sidekick
Note that all users can access Elise Sidekick. A user's access in Elise Sidekick mirrors their access in the AI Portal. For instance, if a user can access leasing tasks in the AI Portal, they can access the same tasks in Elise Sidekick.