Inviting team members

Working with your team in Sophie is easy. As long as you have permission to invite users, you can add colleagues in a couple of minutes.

Step 1: Open Settings

From the left-hand menu, click Settings, then open Team (or Users, depending on your account).

Step 2: Click Invite Users

Select Invite Users. A short form will appear.

Step 3: Enter email addresses

Type one or more email addresses for the people you'd like to invite. Use the email addresses they'll want to sign in with.

Step 4: Choose a role

For each invitee, pick a role. Roles control what someone can see and do in Sophie — for example, an administrator can manage users and settings, while a regular team member focuses on clients and conversations. Choose the lowest level of access that still lets the person do their job.

Step 5: Send the invitations

Click Send invitations. Each invitee will receive an email with a link to set up their account. They'll follow the same steps described in Creating your account.

After inviting

• You can see pending invitations on the Team page.
• To resend an invitation, find the pending invite and click Resend.
• To cancel an invitation, click Remove next to the pending invite.

Once a teammate accepts the invitation and sets up their account, they'll appear in your team list and can start using Sophie.

Need help?

If invitations aren't arriving or you don't see the Invite Users option, your account may not have permission to invite users. Reach out to your administrator or contact [email protected].