Adding your team means customers get answered faster and you’re not the only one with the phone. Invites live in Account → My team.
- Open Account → My team and click “Invite”.
- Enter the person’s email address. Invites go out by email.
- Choose their role: Manager, Support, Fulfillment or Analyst. This controls what they can see and do.
- Send the invite. They appear as “Invited” until they sign in for the first time.
Only the Owner can invite people or change roles. Everyone else can see who is on the team, but not edit it.
How many people can you add
Your plan sets the number of seats, and the count includes you: Free is 1 seat (just you), Growth is 2 (you plus one teammate), and Scale is 5 (you plus four). Seats are not sold separately, so when you need more people you move up a plan. See “Add extra seats”.
Not sure which role to pick? See “What each role can do”.