Note: You must be an Org Admin to add new Users to your Daylight Portal Account. If you are not an Admin, reach out to your Account Admin and request to have your role updated
Login to the Daylight Portal
Navigate to the "Account" tab in upper right corner of your Dashboard
Select "Collaborators" on the left hand side of your account view
Click "Invite Collaborator"
Enter the new user's details (Name, Email, Cell Phone #, Role Type, Org)
Admin = Full Access to the Account & Deal Pipeline
Sales = Can Originate, Sell, Close, and Manage their deals
Operations = Post Sale Deal Management
"Save"
Once you click save, the new user will receive an invite email that allows them to login, verify their account, and begin using the Daylight Portal
It is recommended to watch the video on full screen (click expand)