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Agent should be already joined in at least 1 (one) company. 

How to Accept Existing Agent in Another Company 

Log in into another company Delta PMS account. 

Go to dashboard, select 'Sales Channel'.

User will navigate to Agent List. Click 'Invite New Agent'.

Invite the existing agent with the same email address.

Confirmation message will appear, click 'Confirm' to invite.

Check the recipient email address to accept the agent invitation. 

Fill the username and password with the same credentials. 

1. Log in into another company Delta PMS account. 
2. Go to dashboard, select 'Sales Channel'. 
3. Click 'Agent'.
4. User will navigate to Agent List. Click 'Invite New Agent'. 
5. Invite the existing agent with the same email address.
6. Click 'Invite Agent'.
7. Confirmation message will appear, click 'Confirm' to invite. 
8. Check the recipient email address to accept the agent invitation. 
9. Click 'Sign in' button. 
10. Fill the username and password with the same credentials.

Inviting an Agent Already Linked to Another Company in Delta PMS – Agent Acceptance Guide

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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