Team member: Start a live call

Updated by Jennifer B.

Invite a team member or the policyholder

Option 1

  1. Click Start live call in the Welcome! card at the top of your dashboard.
  2. Select Team Member.
  3. Select the team member from the Recipient drop-down menu.
  4. Select the notification/access method you want to use.
  5. Enter or confirm the invitee's contact information.
  6. Click Invite & join.

Option 2

  1. Click Video Collaboration in your General Collaboration menu.
  2. Click Live call near the top of your dashboard under your name.
  3. Select Team Member.
  4. Select the team member from the Recipient drop-down menu.
  5. Select the notification/access method you want to use.
  6. Enter or confirm the invitee’s contact information.
  7. Click Invite & join.

Invite someone who is not a team member

Option 1

  1. Click Start live call in the Welcome card at the top of your dashboard.
  2. Select Not a Team Member.
  3. Enter the name of the person you want to invite.
  4. Select the notification/access method you want to use.
  5. Enter the contact information for the person you want to invite.
  6. Click Invite & join.

Option 2

  1. Click Video Collaboration in your General Collaboration menu.
  2. Click Live call under your name at the top of your dashboard.
  3. Select Not a Team Member.
  4. Enter the name of the person you want to invite.
  5. Select the notification/access method you want to use.
  6. Enter the contact information for the person you want to invite.
  7. Click Invite & join.

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