Add a team member to your account

Who can add team members

Owners and admins can invite teammates and change what each person can do. Managers and viewers can see the team but cannot make changes to it. If you are the person who set up the account, you are the owner.

Add a team member step by step

1. 1Sign in and go to Settings, then Team.
2. 2In the Invite a teammate box, type their email address.
3. 3Pick a role for them. The note under the box tells you what each role can do.
4. 4Tap Invite. They get an email with a link to join, good for 14 days.
5. 5They open the link, add their name, and we send them a sign-in code. From then on they sign in with their own email.

Choosing the right role

You can change anyone's role later, so pick the closest fit now.

• Owner has full control: billing, the team, every setting, and the account itself. There is always at least one owner, and only an owner can make someone else an owner.
• Admin can change your settings, what Howdy knows, how calls are handled, and billing, and can invite teammates. A good fit for a business partner or office manager.
• Manager can fine tune what Howdy knows and how calls are handled, and can take over a live call, but cannot touch billing or the team.
• Viewer is read only. They can see the dashboard and the calls, and nothing else. A good fit for someone who just needs to watch the leads come in.

Change a role or remove someone

Back on the Team page, every teammate appears in the Members list.

• To change what someone can do, pick a new role from the dropdown next to their name. It takes effect right away.
• To remove someone, tap the trash icon next to their name and confirm. They lose access immediately.
• You cannot remove the last owner. Make someone else an owner first if you need to step away.

Good to know