Inviting and onboarding team members
Your plan includes up to 25 users at no extra cost. Adding the right people - with the right permissions - is one of the highest-leverage decisions in your account setup.
How to invite a user
Go to Settings → My Staff
Click "+ Add Employee" (top right)
Fill in: First Name, Last Name, Email, Phone (optional but recommended for 2FA)
Select User Role: Admin or User
Configure permissions for each module (Contacts, Conversations, Calendars, etc.)
Optionally assign the user to specific calendars and pipelines
Click Save — the user receives an invite email immediately
What the new user sees
Email subject line: "You've been invited to [your business name]"
Click-through link expires in 7 days — if missed, you'll need to re-send
First-time login asks them to set a password and enable 2FA
Their default landing page is the Conversations dashboard
TIP — Bulk inviting? Stagger over 2–3 days
If you're onboarding 5+ users at once, invite them in waves rather than all on day one. New users typically need 30–60 minutes of guided walk-through to be productive — staggering invites lets you actually deliver that.
Resending an invite
Go to Settings → My Staff
Find the pending user (their status will show "Invited")
Click the three-dot menu → "Resend Invite"
