You can invite other people to your account, for example a partner or a receptionist, so they can see and manage the same assistant. You find it in Account settings → Members. The labels below are shown as you will see them in the app.
Roles
Each member has one of two roles:
- Owner: manages the account, including other people's roles.
- Member: a regular user of the account.
There must always be at least one Owner in an account. Only an Owner can change other people's roles. A member can invite further people only as a Member.
Inviting a new member
- Open Account settings → Members.
- In the Team members section, enter your colleague's e-mail in the field (for example
colleague@company.com) and choose the role Member or Owner. - Click Send invite.
Your colleague receives an e-mail with an invitation. Until they accept it, they appear in the list as Invite pending. An invitation is valid for 7 days. After that it shows Expired and you can send it again.
Only one pending invitation can exist for one e-mail address.
Changing a role and removing a member
For each member you see their role, an option to Change role and a Remove button. Before the change is made, the app asks you to confirm. The last Owner of an account can't be removed or switched to Member.
If the invitation didn't arrive
- Check the spam folder and that the address is correct.
- For a pending invitation you can send it again.
- One address can't be invited twice while the previous invitation is pending.