How Team Accounts Work

If you'd like to invite a team member to help manage your account, here's some additional information on how this feature works.

This video below will show you how to invite a user, and how they can then access your with their own log in.

Go to Profile > Team (under settings)
Type in the users email address under the Send Invitation section and select Send
If you are adding a teammate on their behalf, you will next want to log out of your account.
Locate the invitation email and select Join Team
The user will need to create their own account. They will be on a free account unless they chose to upgrade their own account.
Hovering over the profile icon in the lower left, they can toggle over to your account to help you manage it.

- This user can: Read and respond to messages, create widgets, access video library, and more.

- If you'd like for them to have their own email signature or video business card it is best they create on in their own account. This way the replies will go to their own inbox, and the widget will reflect their own information.

- You can see what else is on the horizon for team accounts by visiting our roadmap

This feature is great if one team manages the same inbox or support bubble, if you have an assistant you'd like to help manage your account, or if you have multiple businesses that you'd like to keep separate.

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