To create a free user, go to the Settings - Users section. Click on Add user, select Group - Free users.
Once this is done, the user will receive one of two types of emails:
1) If the user has never used Kommo, they will receive an email where they’ll find:
- The name of the user who invited them;
- Authorization data;
- Information about Kommo.
2) If the user is already registered in the Kommo database (there is / was any other Kommo account), then they will receive an email containing:
- The name of the user who invited them;
- Login and password remain unchanged;
- Information about Kommo.
To give a free user access to the lead or customer card, you need to send an internal chat to the free-user to grant them access.
The free user will see a notification in the notification center and will be able to go to the lead/customer card.
