✅ Step 1: Make sure their membership is approved
Before someone can be added to a chat room or case, they must be approved as a member of your organization by someone with Organization Manager permissions.
Here’s how to approve them:
Log in at admin.omnilife.io/portal
Go to the Users section
Click Pending Members
Find the user and approve their request
Once approved, their account becomes searchable and can be added to rooms or cases. Additionally, they will be listed in the Approved Members list.
🧭 Step 2: Add them to a case or room from outside the current list
➕ Add someone to a Standard Room:
Open the room
Click the ⓘ Info icon in the top right
Select Add People
Click the +person icon to add someone outside of the current list
Enter their phone number > Add
📁 Add someone to Case Room (add a case follower):
Open the case
Click the Permissions in the case details panel
Click Add Followers > People > Add People
Click the +person icon to add someone outside of the current list
Enter their phone number > Add
⚠️ Important: Approval to an organization alone does not add the person to any rooms or cases. An admin still needs to manually add them using the steps above.