Account and team
Invite employees and choose their roles
Set up administrators, managers, callers, salespeople, and installers without sharing logins.
Match a role to the work
The Team screen lists Admin, General Manager, Call Center, Sales, Sales Manager, Production Manager, and Installer. Admin manages account configuration. Sales is intended for the calendar, assigned leads, and appointment results; Sales Manager coordinates salesperson assignments and reporting. Production Manager manages installer assignments and production scheduling. Installer focuses on assigned jobs. Call Center focuses on calling workflows.
Check the Role Permissions descriptions on the Team screen and verify the experience with an actual employee account. A role label is not a substitute for checking the records the employee can access.
Invite a person
An administrator can open Settings → Team → Add Team Member. Invitations require working account email delivery. If the platform reports that delivery is not configured, contact the account owner; repeatedly submitting the invitation will not fix it.
- Enter the employee email, full name, optional phone, and role.
- Review the email spelling and role, then submit once.
- Have the employee open the invitation email and set their own password.
- Ask them to sign in and confirm the correct company and navigation.
- Assign an appropriate test lead or job and verify access.
Maintain access when staff change
Edit the employee record when their name, phone, or role changes. Review active status when someone leaves. Each employee should use their own account so assignments and interaction history remain attributable.
Do not give an AI assistant an administrator password or invite it as a human employee. Use a scoped connection in AI setup instead.
An invitation did not arrive
Check spam folders and the exact destination address. Ask support to verify account email service availability. If the API reports an existing account, resolve that identity with the administrator rather than creating a second account with an altered email. Keep tokens and invitation links out of public tickets.
Keep going
Sign in, verify an account, and troubleshoot access
Understand account verification, invitation passwords, expired sessions, and safe support requests.
Read guideSet weekly appointment slots and capacity
Define bookable time windows and handle date-specific capacity changes.
Read guideConnect an AI assistant to set up your CRM
Use a scoped MCP connection to inspect settings, propose additions, and apply them after administrator approval.
Read guide