Before You Dive In
We understand the importance of seamless collaboration. That's why we offer unlimited user accounts, allowing you to add as many team members as you need.
This guide is perfect if you want to:
Add a new team member, staff member, user to your Ivorey™ account
How to Add a Team Member
Here's a step-by-step guide on adding users and granting them access to your Ivorey™ account.
Click here for the written instructions
Click here for the written instructions
From the Ivorey™ main menu, go to [Settings] > and click on [Team]
Click the [+ Add User] button at the top right corner > on the User Info tab:
Fill in their details, such as their first name, last name, email address, and phone number
Under [Advanced Settings], you can set their password (optional) or leave it blank for them to create their own password
Assign them to any relevant calendars you have set up (you can add team members to a calendar at any time)
Create their email signature (optional) or leave it blank for them to create their own
Go to the [Roles & Permissions] tab, to approve/deny access to certain functions inside your Ivorey™ account:
Assign their User Role, as either user or admin
Decide their Data access, as either Only Assigned or All Access
Note: if you've selected 'Only Assigned' this means the user will only be able to see data related to assets they are directly assigned to. This means, even if you grant them access to Payments (for example), they will only be able to view and manage the payments they are directly assigned to.
Scroll through each area or feature of Ivorey™, and toggle ON and select the relevant items you want this team member to have access to
Click the [Save] button, at the bottom right, before moving on to the next tab
On the [User Availability] tab, you can set their default meeting location, timezone, and available hours. They can also set or adjust this themselves, under their Profile settings
When you're ready to invite your new team member to join your Ivorey™ account, click back to the [User Info] tab > and click the [Next] button, at the bottom right. This will trigger the access invite email to be sent to their email address
Repeat the steps for all of your team members
Note: to update a team member's details or permissions, at any time, you can go back into [Settings] > [Team], and click the ✏️ icon on the team member to edit their information.
Frequently Asked Questions
How can I manage my own account permissions?
How can I manage my own account permissions?
As the admin of your Ivorey™ account, you should be able to access and see everything, regardless of the team member assigned.
Why can't my team access certain client details or perform the checkout process?
Why can't my team access certain client details or perform the checkout process?
All contact details and activity can be found inside their contact profile, in the CRM. If a team member cannot access client details to perform the checkout process, it may be due to their roles and permissions settings. If 'only assigned data' is selected, they will only be able to access the contacts assigned to them. To allow them to access all clients, calendars, payments, etc., you will need to switch their permissions to 'All Records'.
Why did I get an error message saying this user already exists when adding a new team member?
Why did I get an error message saying this user already exists when adding a new team member?
If you encounter an error message stating that a user with the same email already exists, it might indicate the user is already registered under a different Ivorey™ account. To resolve this, simply contact Ivorey™ Support at [email protected] and we'll be happy to help you.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍