Getting Started with Conversive

This section is designed to help you smoothly navigate the process of creating a Conversive account and getting started with our platform.

Invite your team members

Invite Your Team Members to Conversive

This section is only accessible to Admin Users.

A dedicated section to manage your users and licenses. You can view your available/used licenses and invite more users according to business requirements.

You can view the license details easily by selecting the account ID and license type. A Total and Available Licenses count is shown next to License Type.

Under Account Settings, Navigate to User Management

Follow the steps below to add/invite a new user to your account –

  • Click on Invite User

  • If you have enough Available licenses, you can invite a new user. If not, kindly contact care@screen-magic.com to purchase more user licenses.

  • Add the email address of the users you wish to invite one by one

  • The count of Available Licenses will keep updating as you add users

  • Click on Invite. You can select user roles while sending the user invite.

  • An Invitation email with the Subject "You're invited to join Conversive" will be sent to the entered email addresses

  • You can keep track of the invite status in the User Details table

Follow the steps below to join Conversive after receiving an Invitation -

  • Click on the "Join Now" link in the Invitation Email

  • Follow the relevant Sign-Up mechanism for your business and start using Conversive Web Portal services.

To know more about managing user please checks out the documentation on User Management

Updated on May 22, 2025

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