Adding and removing people
Owners manage the team under Settings > Team. The list shows each person's name, email address and role.
Adding someone
- Open Settings > Team.
- Enter the person's name and email address.
- Add them to the team.
They get an invitation email from Airmailer with a Sign in button. They sign in with that email address and a 6-digit sign-in code; there is no password. New people join as Member.
If the invitation email can't be sent, the person is still added. Ask them to sign in at the sign-in page with the email address you entered.
You can also ask Pip: "Add sam@yourshop.com to the team". Pip shows a suggestion, and nothing changes until an owner chooses Add team member on it.
Changing a role
Open the menu on a person's row and choose Promote to Owner or Demote to Member. A business always needs at least one owner, and the person who created the business is always an owner.
Removing someone
Open the menu on a person's row and remove them from the team. They lose access straight away. You can't remove yourself, or the person who created the business.
When the invitation doesn't arrive
- Ask them to check their spam or junk folder.
- Check the email address in Settings > Team.
- They can sign in without the invitation: on the sign-in page, they enter their email address and choose Send code.
What team members can see
Everyone on the team can see customer conversations, customer email addresses, documents and settings. Make sure people you add know how to handle customer data.