Give everyone on your team their own login and choose what each person can see and change.
Before you start #
- You need to be an Admin on your Autopilot account.
- You need the team member’s name and email address.
Steps #
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Settings → Users
Click Settings at the bottom of the left menu, then Users. You will see everyone who already has a login.
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+ Add user
Click the + Add user button at the top right.
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User info
Enter the First name, Last name and Email. These three are required. A phone number is optional. Click Next.
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Roles & permissions
Under User role, choose Admin for full access to everything, including settings and billing, or User for limited access. Then switch each area of Autopilot on or off for this person.
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Save
Click Save. Then tell your team member their login is ready. They log in at app.77labs.ai with their email address and can set their password with Forgot password on the login page.
Good to know #
- Turn on Restrict data visibility to only assigned data if someone should only see the leads and conversations assigned to them.
- Copy Permissions at the top right copies the settings of an existing user, which saves time when two people do the same job.
- Keep the Admin role for people you trust with billing and account settings.
- The other tabs on the user (Call & voicemail, User availability, Calendar configuration) let you set up calls and bookings for that person. You can fill them in later.
- To change a user later, go back to Settings → Users and use the actions next to their name.
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Troubleshooting #
If your team member cannot log in, check you typed their email address correctly in Settings → Users, and ask them to use Forgot password on the login page.