How to Add a New Team Member to Your HeyClients Account

Adding a team member gives them their own login to your HeyClients account so they can access the tools they need. You can control exactly what they can and cannot see.

Steps to add a team member

1. Log in to your HeyClients account
2. Go to Settings in the left-hand sidebar
3. Click My Staff
4. Click the + Add Employee button in the top right corner
5. Enter the team member's name and email address
6. Set their role - choose User for most staff, or Admin if they need full access to all settings
7. Adjust permissions as needed to control which tools and areas they can access
8. Click Save - they will receive an invitation email to set up their login

Choosing the right role

Admin - full access to all tools, settings, and data in your account. Only give this to trusted team leads or managers.

User - limited access based on the permissions you set. You can control access to specific areas like conversations, contacts, funnels, and more.

Tips

• You can edit a team member's permissions at any time by going back to Settings > My Staff and clicking the edit icon next to their name

Already getting an error?

If you get an error message that says "A user with this email already exists in this agency" this means this person is in our system already, and they used to be, or currently are, a user or admin on a HeyClients account. Contact us via email at support@heyclients.io. Just let us know your HeyClients account name and the email address of the team member you want to add, and we'll get them added on the backend for you.