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How to Create Contacts (Invite Users) in Darwin AI

S
Written by Support Team
Updated over 2 weeks ago

Step 1: Access the Admin Panel

  1. Log in to your Darwin AI workspace.

  2. On the left sidebar, look for the settings icon (⚙️ or similar, depending on the version).

  3. Click that icon — it will open the Settings section.

Step 2: Go to the “Users” Section

  1. Once inside the Settings panel, click on “Users” in the left menu.

    • As shown in your second screenshot, it’s located under “Teams”.

  2. You will see a list of all current users, their names, emails, phone numbers, roles, and status.

Step 3: Invite a New User

  1. On the top-right corner of the “Users” page, click the blue “Invite” button (circled in red in your second screenshot).

  2. A popup window will appear titled “Invite Users”.

Step 4: Fill in the New User’s Information

In the “Invite Users” popup (shown in your third screenshot):

  1. Role:

    • Choose the appropriate role from the dropdown (e.g., Admin, User, or other available roles).

  2. Email:

  3. Phone Number:

    • Add their phone number in the international format (e.g., +541167593072).

  4. First Name / Last Name:

    • Fill in the user’s first and last name (e.g., valentin / testa).

  5. (Optional) Add More:

  6. If you want to invite several users at once, click “+ Add More” to open new fields.

    Step 5: Send the Invitation

    1. After completing all the required fields, click the “Invite” button at the bottom of the popup.

      • This button is shown circled in red in your third screenshot.

    2. Darwin AI will send an invitation email to the entered address.

      • The user will receive a link to create their password and access the platform.

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