This article covers the main functions in the Team tab:
1) Inviting team members:
IMPORTANT: make sure you use the EXACT email address of each of your team members and check for any spelling mistakes.
To invite new team members simply navigate to the Team tab and click on the 'Send invite' button where you can add your team members 1 at a time via email:
The new team member will receive an email notifying them that they've been invited to join your Keeyora team with a link to create their account and pick their texting number. Once the new team member finishes creating their account it will be displayed in your team list.
IMPORTANT NOTES:
sometime these emails go to junk/spam folders so ask your recruiters to check these folders if they don't see the invite.
Once each recruiter has been invited they don't technically need to receive the email before they can join. As long as the email address matches the email address in your Team tab then they can create their account and they will automatically join your team.
You can also purchase new seats and remove unused seats as your team expands or contracts over time.
2) Team member action items
Click the 3 dots on a team member to perform the following actions
Cancel invite
cancels the invite you have sent
Resend invite
resends the invite to a team member
Remove member
Members who are removed will loose access to their Keeyora account immediately. Note: the Keeyora texting number associated with the removed team member will also be removed. If you need the number to carry across to the new team member then please reach out directly via the Support tab.
Make admin
Gives the member Admin-level capabilities
Reset number
Resets the Keeyora number so the member can choose another Keeyora number
3) Adding and removing seats
To add seats to your team click 'Purchase seats' and choose how many seats you'd like add. To remove seats click 'Remove seat'. Billing will automatically adjust based on your subscription.
