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Inviting a user from a Contact Record

If there is already a contact record for the user you want to add, there is an easy option. In the Contact Record, click the Admin Actions dropdown menu on the top, left. Then click Make a user from this contact.
You will be redirected to the “invite new user” page where the contact information will be filled out.
Add the email and fill out the other fields as needed.

Example: If you follow-up with a seeker online, the system (e.g. Facebook plugin) will have made them a contact record in Disciple.Tools. Only the Admin and Dispatcher roles can see his record as well as the Multiplier assigned to him. Later, you want to train him in how to use Disciple.Tools so he can take new media contacts himself. The D.T admin (not the Multiplier) would invite him as a user but attach this user to his already existing contact record.

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Last Modified: January 14, 2022