Invite Your Office Team
Everyone in your office should have their own Hailo account. Their role decides what they can see and change, so a scheduler, a biller and an owner each get what they need and nothing more.
Video coming soon
What you’ll learn
- Invite a teammate by email
- Choose the role that matches their work
- See who has accepted and who is still pending
Step by step
Open Team
Choose Team in the Administration part of the left menu, then choose Invite member.
Enter their details
Type their email address. Their first name, last name and phone number are optional. Use their own work email, because that is the address they will sign in with.
Pick a role
Choose Admin, Coordinator, Billing or Read only. Hailo shows what each role can do under the list. Coordinators run the day to day; Billing handles invoices, payments and payroll; Read only can look but not change anything.
Send the invite
Choose Send invite. They get an email to create their Hailo account, or to link one they already have. Until they accept, they show as pending on the Team page.
