Invite a teammate
Add someone to your workspace and choose what they can see.
There is no invitation email. Once you add someone, they can sign in straight away with a magic link from the login page, using the email you entered.
Open Team
Go to Settings, then Team, and press Invite.
Say who they are
Enter their Name and Email.
Choose their role
Tick one or more roles. Each one says what it covers. See Roles and what each can do.
If a role you picked can see the sales pipeline, you are asked to confirm it: that person will see every lead and every sale price. Add member stays off until you tick the confirmation.
Choose their departments
Pick Sales, Rentals or both. Departments decide which WhatsApp conversations they see. An owner or admin sees all of them regardless.
Add them to a handoff roster (optional)
When the assistant hands a conversation to a person, one person on that department's roster gets a WhatsApp message. To put them on a roster, enter their WhatsApp number and tick Takes Sales handoffs or Takes Rentals handoffs. They can only take handoffs for a department they belong to.
Save
Press Add member. They appear in the list with the roles you chose.
Tell them how to sign in
Send them the address of your Ownstay workspace and ask them to sign in with the email you entered.