Join a Session as an External Representative Using the Web Rep Console

Rep Invite Portal

From the native representative console, a representative can invite an external user to participate in a session one time only. When the external representative clicks the rep invite URL, they are given the option to join the session using the web rep console or to download and install the desktop representative console. Once they have selected the web rep console or desktop representative console, they can join the session.


Rep Invite Welcome Message

When the external representative joins the session, they are greeted with a welcome message. They have access only to the session they were invited to and have a limited set of privileges. The invited user can never be the session owner. If the inviting representative leaves the session without another session owner, the external representative is logged out.