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Sending New User Invite

How to invite or reinvite a user to the Abby Connect Portal — whether you’re using the AI Receptionist or the Human Receptionist

Updated over 2 months ago

Steps to Send a User Invite

  1. Log into your Abby Portal.

  2. In the left-hand menu, go to Account → Contacts.

  3. Locate the user who still needs access.

    • These users will display a Invite button next to their username.

  4. Click Invite User.

  5. Enter Username, Email, and the type of permission you'd like to grant

💡For more information about permissions click here

6. The system will immediately send the invitation email to the address listed for that user.

Steps to Resend a User Invite

  1. Log into your Abby Portal.

  2. In the left-hand menu, go to Account → Contacts.

  3. Locate the user who still needs access.

    • These users will display a Reinvite button next to their username.

  4. Click Reinvite.

  5. The system will immediately resend the invitation email to the address listed for that user.

Tips & Notes

  • Make sure the user checks their spam/junk folder, as invites sometimes get filtered.

  • If the user’s email has changed, click Edit instead and update their email before reinviting.

  • A red warning icon may appear if there’s an issue with the user setup. Resolve any issues before resending.

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