Account Setup & User Access

Edited

At this time, the Advocate Platform does not support self-service account creation or user invitations directly within the software. To add a new user, please follow the instructions below.


How to Request a New User Account

To create a new user account, submit a request through one of the following channels:

Please include the following details in your request:

  • Full name of the new user

  • Email address of the new user

  • Name of the account or organization they should have access to


What Happens Next?

Once your request is received, our team will:

  1. Set up the new user account with the appropriate access.

  2. Notify you (and the new user) once setup is complete.

If any additional information is needed, a member of our support team will reach out to you directly.


Interested in a Trial?

If you’re not yet a customer and would like to explore the Advocate Platform, we offer trial access. To get started:

An Advocate Account Executive will guide you through the trial activation process and provision access to your trial environment.