Once you have created your client contact group you can invite your client.
Client users are external users that need to use the system to participate in chats.
Note: Before you invite a client, confirm their client contact group exists first. If it does not exist, create one and add their staff contacts before creating the client record. Client contact groups are a mapping of your Client Relationships or Accounts (i.e. a number of clients who are collectively provided services by your organisation).
When creating a client user you need to assign them a partner or client role. Each role has exactly the same access permissions but allows you to differentiate between true clients and other partners you may invite.
To create client users, navigate to the Client option on the Organisation Settings side menu. Select Create and populate and save the details for your users.
Remember to add them to their respective contact group(s).
Clients can also be created in bulk by uploading a CSV file.