In PSAI, you can create new users as either internal or external users. External users are most often used for independent contractors, 1099 sales reps, or other auxiliary team members who would benefit from PSAI's rich lead information but do not require login access to PSAI.
To add a new external user to your company's PSAI admin portal, follow the instructions below.
Want to add or edit internal PSAI users? Then check out these resources instead: How to Add a New User to PSAI and How to Update User Roles.
1. Go to "External Users" in Your Account
Log into your PSAI admin portal and then click Account > External Users.
2. Add User
On the External Users page, click the button for "+ Add User."
3. Add Details and Save
On the External User Detail page, fill out the three form fields and save when you're done. Please note that all three fields are required, and the phone field must be a valid mobile number.
That's it! You can add as many external users as you want following the same instructions above.
Now that your external users have been added to PSAI, you will be able to share lead data with them directly from the Com Portal. Learn how to share lead information here.