Invite your team, roles, and view-only access
Invite your team, roles, and view-only access
Add teammates, change what they can do, and understand view-only seats.
Ahoy works best when your whole team is in it, because each person's emails and meetings fill in the shared record. This article covers inviting people, changing what they can do, and view-only seats.
Before you begin
- Permissions. Managing members is for admins. Everyone else can see the team and their roles.
- Seats. Each full member uses a seat. View-only seats don't.
Invite a teammate
- Go to Settings → Workspace → Team Members.
- Enter their email address.
- Click Invite.
The invite appears under pending invitations. If the email doesn't arrive, use Copy Invite Link and send it yourself. To cancel an invite, choose Remove.
If you're out of seats
The button changes to Add seat & invite. This adds a seat, charged today and prorated, then sends the invite. If you don't manage billing, ask your billing admin to add seats, or remove a teammate to free one up.
Roles
| Role | What they can do |
|---|---|
| Admin | Everything a user can, plus workspace setup |
| User | Work in Ahoy day to day, with their own settings |
| Viewer | Look at records without changing them |
These settings are admin-only:
- Creating, editing, and deleting properties
- Pipelines and stages
- The team's Notetaker setting
- Organization guidance for the agent
- Routing for records with no owner
- Connecting HubSpot
- The default currency
Change someone's role
Open the menu on their row and choose Make admin or Make user. The same menu has Edit agent guidance and Remove member.
View-only seats
A viewer can open Ahoy and read your records. They can't edit records or use Chat, and they don't use a seat. They're marked Viewer in the team list.
- Adding a viewer. The invite form creates full members. To add someone as a viewer, contact the Ahoy team.
- Upgrading a viewer. A viewer can click Request a full seat, and we'll let your account admin know. An admin then chooses Make user or Make admin on their row.
- Downgrading. A full member can't be changed to a viewer.
Remove or reactivate someone
- Remove. Choose Remove member from the menu on their row.
- Reactivate. Deactivated members stay in the list for admins. Click Reactivate to bring them back. You need a free seat.
Teams
If your workspace has Teams, admins can group members under Teams on the same page. Click Create team, then add a team name, a description, and members.
Need help?
Email help@ahoy.ai or message us in your shared Slack channel.