Add a team member

To add someone, you make them an invite code and send it to them. They choose their own password when they join, so you never need to know it.

Invite someone

1. Click Settings, then Invites (under Administration).
2. Check the Invitation address. This is the web address your team will use to reach Couchwork, and it goes in the invitation message. It must not be one that only works on your own computer.
3. Click Generate invite code.
4. Click Copy invite message and paste it into an email or text to the person.

They follow the message, create their login, and they're in.

Change someone's role

Go to Settings → People. Next to each person you can choose:

• Member: uses Chat, Contacts, Leads and Email.
• Manager: the same as a member, plus they can see team-wide sales figures, not just their own.
• Admin: can also change workspace settings, invite people and manage billing.

When someone leaves, or forgets their password

On the People page you can deactivate someone (they can no longer sign in, but their history stays) and bring them back later. For a forgotten password, choose Reset password to get a one-off code for them. You can also Reset 2FA if they've lost their authenticator.