Below are the steps for inviting a Cahoot user to Zentail:

Step-by-Step Guide

1. Navigate to the Add New User page (Account > Settings > Company User Management > Active Users > Enter Cahoot info > Click Create)

2. Create the Cahoot user (use the email address provided by your Onboarding Manager)

3. Add user permissions for the Cahoot user by going to Add user permissions > Check/enable user permissions > Update User