Invite other users to connect and chat with your Persona
  • To invite another user, click the three dots that appear in the top-right corner of your Persona when you hover over it.
  • Invite users in your workspace to chat with your Persona by searching for their name.
  • Below the search bar, view a list of users currently shared with your Persona.
  • From the list, you can also remove users who currently have access to your Persona by clicking the three dots to the right of their name.
  • You can also view the members you’ve shared the Persona with under the “Shared with” tab.
  • If a member attempts to share their Persona by inviting a new user who is not in the workspace, they will be advised to contact the workspace owner to add the user to the platform.
  • If an admin or owner attempts to share their Persona by inviting someone as a new user, they can enter the person’s email address and click “Invite.”
  • A pop-up screen will confirm that the invitation has been sent.
  • On the People page in Organization Settings, the invitation will appear as ‘Pending’ until the user accepts it.