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Account and billing
Add a teammate
Give a teammate their own login so they can answer messages and work the pipeline without sharing your password.
How long it takes
About 3 minutes
What you'll need
- Your teammate's name, email, and phone number
- Open Settings, then Team (sometimes shown as "Users").
- Click Add Employee or Add User.
- Enter your teammate's name, email address, and phone number.
- Choose their role: Admin can see and manage everything, including billing and settings; User is a narrower role, and you can turn off access to specific areas like billing for a User.
- Save. Your teammate gets an email to set their own password and log in, the same way you did (see "Log in for the first time and set your password" in this help center).
What a teammate can do once they're in
- Read and reply to messages in the shared inbox.
- View and update contacts and the job pipeline.
- Connect their own email for two-way sync, separate from yours.
- Log into the mobile app with their own credentials.
Give each teammate their own login instead of sharing one password. It keeps a clear record of who replied to what, and makes it easy to remove access for just one person later without changing everyone else's password.
If it doesn't work
Teammate never got the invite email? Check spam and promotions folders, and double-check the email address was typed correctly.
Need to remove someone's access? Open their profile from the same Team settings page and deactivate or remove them.
Still stuck? Email sam@ringvance.com and tell us what step you're on. Sam answers first, and a person steps in when needed.
Still stuck? Email sam@ringvance.com. Sam, our AI support assistant, answers first and a person steps in when needed. We reply within 1 business day.