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This article describes the complete process of creating a new user – from the admin’s invitation through registration to the first login.
To create a user account at DialogShift, you must have been invited by an admin of your organization. Admins can invite new users here.

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Complete Workflow Video

The video shows the entire process: from sending the invitation to the first successful login.

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Step 1: Send the Invitation (Admin)

1

Navigate to User Management

Open the User management menu item in the DialogShift app.
2

Enter the email address

In the Invite new users section, click into the Enter email field and type the email address of the new user.
3

Select a role

Choose the appropriate user role from the Role dropdown. The role determines which access rights the new user receives.
4

Assign access

Depending on the selected role, you define what the user can access:
  • Member, Editor, and Hotel admin: Select the clients (hotels) the user should have access to.
  • Brand admin: Select the brand for which the user should receive admin rights.
  • Admin: No selection needed – an admin automatically has access to all clients and brands of the organization.
For the Member, Editor, and Hotel admin roles, at least one client must be selected. Otherwise, the error message “Please select at least one client.” appears when you click Invite.
5

Send the invitation

Click the blue Invite button. A green message in the bottom right – “User has been invited.” – confirms that the user was invited successfully.

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Step 2: Accept the Invitation (New User)

1

Open the email

The new user opens their inbox and the incoming email with the subject “Invitation to … on the DialogShift AI Platform”.
2

Start registration

In the email, click the blue New user account button. A new browser tab with the registration page opens automatically.

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Step 3: Complete Registration

1

Choose a nickname

On the Register page, the email address is already correctly pre-filled. Enter your desired name in the Nickname field – this is the name that will appear in the chat.
2

Set a password

Set a secure password in the Password field.
The password must meet certain criteria (e.g. at least 8 characters, one lowercase and one uppercase letter). Criteria that are met are checked off in green as you type.
3

Register

Click the Register button. You will then be redirected automatically to the login page.

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Step 4: The First Login

1

Registration confirmed

On the login page (Sign in to the DialogShift AI Platform), a green banner confirms that registration was successful.
Pop-ups from your browser or password manager offering to save the password can be confirmed or skipped with Not Now.
2

Sign in

The email address is already filled in. Enter the password you just created in the Password field and click the blue Sign in button.
3

Done

You are now logged in and land on the home screen (the Messaging Dashboard). Your profile with the chosen nickname is visible in the top right corner.