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Add a person

1

Open Team

Click your initials (bottom left) → Team and passwords.
2

Add them

Type their name, choose a role, then tap Add.
3

Send them their login

The inbox shows their username and password once. Send both to them, along with your Business ID.

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Admins and team members

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Choices per person

In Team, next to each person, admins can switch on:
  • Gets new chats: this person is the front desk. New chats go to them first.
  • AI help: shows the ✨ Summarise and ✨ Suggest buttons to this person.
  • 💸 Refunds: lets them cancel and refund Shopify orders (when cancel and refund is on).
  • ↩️ Returns: lets them book courier return pickups (with the Courier returns add-on).
  • Whether they may see and copy full customer numbers.

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When someone leaves

Tap New password next to their name straight away. Their old password stops working at once. Team also shows when each person last logged in, and from which device. How many people you can add depends on your plan.