Add a teammate
Invite someone; they choose their own password.
Owners and admins add people in Team, with Add Member.
In this video
Step by step
- 1
Everyone who works with you is listed in one place. Click Team, in the menu on the left.
- 2
To add someone, click Add Member, at the top right.
- 3
Type their full name.
- 4
Then their work email. The invitation goes there.
- 5
Leave the password empty. They get an email link and choose their own, so nobody else ever knows it.
- 6
Under Role, pick their title. The title decides what they can open. Admin can manage the whole company.
- 7
Give them a number now, from your free lines, or buy one right after adding them.
- 8
Leave Extension empty, and they get the next free one. Or type one, like 106.
- 9
Tick AI Agents only if they should also open AI Agents, where your receptionist is set up.
- 10
Add Member adds them and emails the invitation. In this demo, we stop here.
- 11
Cancel closes the form, and nobody is added.
In short
- Open Team and click Add Member: full name, work email and role (their title).
- Leave the password empty. They receive an email with a link and choose their own — nobody else ever knows it.
- Give them a number in the same form: one of your free lines, or buy one right after adding them.
- Leave Extension empty and they get the next free one (101, 102, 103…), or type the one you want.
- Tick AI Agents only if they should also open AI Agents.
The invitation link works once and lasts three days. Right after adding them, Resend invite sends it again. If it has expired, they can use “Forgot password” on the sign-in page.
Related tutorials
1:38VideoBusiness hours and call forwardingChoose when a line is open, and where calls go when you are closed, away or busy.
1:18VideoChoose who answers each numberRead your numbers list and point each line at a person, a ring group, a phone menu or an AI agent.
1:15VideoExtensions: reach a colleague in a few digitsFind each person's extension, choose one for a new person, and dial it from the browser phone.
1:24VideoCreate a ring group and choose how it ringsPut people in a group, choose whether phones ring together, one at a time or in turns, and point a number at it.
1:23VideoGet a new phone numberSearch for a local or toll-free number, see the price, and know what happens before you add it.
1:27VideoBring your existing number (porting)Start moving a number from your current provider and know what the carrier will ask for.Was this not what you needed? Write to us.