How can I create a company or group account to invite my colleagues

Step 1: Create a Company or Group Account

1. Log in to the Saara AI Dashboard
   Navigate to https://agents.Saara.ai and sign in with your admin credentials.
   

2. Access the Organization Settings
   From the dashboard, locate the user menu ( personal ) in the top-left corner. Click on the menu and select + Create Organization
   

3. Create a New Organization

   • Fill the name of the Organization  or Its unit in the popup.

   • Click on Create Company Organization as below

     

      

4. Verify Organization Creation
   Once saved, the new organization will appear in the Top left menu and it will be selected.

   
   

Step 2: Invite Colleagues to the Organization

1. Navigate to the Users Section
   On the top right corner click on the icon and then Manage team. You will see a section like this. 

   

2.  Click on the Invite User tab to invite team members by their email id. 
   

3. Add a New User

   • Click Send Invite after filling in a valid email id.

   • Note: You can only add one user at a time.

   • Click Add User or Invite.
     [Placeholder: Insert screenshot of the Add New User form]

4. Send Invitations

   • After adding a user, Saara AI will send an email invitation to the colleague with a unique link and temporary password.

   • The invitation link may expire depending on prevailing policies.

   • If users encounter issues receiving the email, advise them to check their spam folder.

5. Verify User Addition

   • You will see following a user has been invited
     

   • Once users accept the invitation, cancel invite will disappear.