Add and Manage Account Users

1. From the Ivorey main menu, go to [Settings] > and click on [Team]

2. Click the [+ Add User] button at the top right corner > on the User Info tab:

   1. Fill in their details, such as their first name, last name, email address, and phone number

   2. Under [Advanced Settings], you can set their password (optional) or leave it blank for them to create their own password

   3. Assign them to any relevant calendars you have set up (you can add team members to a calendar at any time)

   4. Create their email signature (optional) or leave it blank for them to create their own

3. Go to the [Roles & Permissions] tab, to approve/deny access to certain functions inside your Ivorey account:

   1. Assign their User Role, as either user or admin

   2. 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.

   3. 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

4. Click the [Save] button, at the bottom right, before moving on to the next tab

5. 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

6. 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

7. 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.

As the admin of your Ivorey account, you should be able to access and see everything, regardless of the team member assigned.

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'.

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 support@ivorey.io and we'll be happy to help you.