Invite a staff member

Steps

1. Open Settings → Team → People and press Invite staff.
2. Who: their first name, last name and email.
3. What they do: choose a Permission set, or Administrator for full access (only the owner sees it). Choose the areas is for a person no set fits. The starters that fit Engage:

• Front desk: works deals, the schedule and the counter.
• Call-centre rep: calls, callbacks and tours from the deal queue, never money.
• Location manager: runs the location, lead forms included.
• Marketing: campaigns, automations and lead forms, and reads deals.

Turn on Takes tours for anyone who runs tours. Until someone is marked, Book a tour offers everyone who works deals; once one person is, it offers only the people marked.

4. What they see: the Locations they work at (or All locations, including new ones), and Which deals they see: Everyone's, Their team's or Only their own. With more than one pipeline, Pipelines limits them to some.
5. Review: check the summary and press Send invitation.

What you'll see

• A notice that the invitation was emailed, with the link to copy if you want to send it another way too. The link works for 7 days and only once.
• If your business email isn't on yet, Monody gives you the link to send them yourself.
• Their row on People reads Invited until they sign up and choose their own password. If the link expires, choose New invite link from their row's actions.

Changing access later

Choose Edit access from their row's menu. They are signed out, and sign in again with the new access. A set can be changed for one person only. You can add areas, or remove areas from their set, without changing the shared set.