Rep invite

What is rep invite?

Rep invite is a feature that allows a representative to invite another representative to join a session for collaboration or escalation.

How is rep invite useful?

Rep invite facilitates teamwork by enabling representatives to share expertise, resolve complex issues more efficiently, and provide better support to customers through collaborative session management.

How do I access the Rep Invite page?

1. Use a Chromium-based browser to sign in to your Remote Support URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click Users & Security.
   The Users page opens and displays by default.
3. At the top of the page, click Rep Invite.
   The Rep Invite page displays.

Rep invitation email

With rep invite, a privileged user can invite an external user to join a session one time only. The invitation email is sent when you invite the external rep to a session.

Select a public site to edit

From the dropdown at the top of the page, select the public site for which you want to edit the rep invitation email.

Subject

Customize the subject of this email. You can localize this text for any languages you have enabled.

Body

Customize the body of this email. Use any of the macros listed below this field in the /login page to customize the text for your purposes. You can localize this text for any languages you have enabled.

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Note

For more information, please see Rep invite.