Before you begin

Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.

Where to find it

Follow this path in your workspace

Settings → My Staff → Add Employee

Visual guide: Select 1 in the left menu, then use 2 to begin. Labels can vary slightly as your workspace receives updates.

Step by step

  1. 01

    Open Settings and choose My Staff or Team Management.

  2. 02

    Invite the user with their individual work email.

  3. 03

    Select the correct role and turn on only the features needed for their responsibilities.

  4. 04

    Assign relevant calendars, conversations and opportunity visibility.

  5. 05

    Test the user’s access, then document how access will be removed when their role changes.

TalkTuit tips

Small details that make this work better

  • Never share one login across several people.
  • Review administrator access regularly.
  • Remove access promptly when a teammate leaves.
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