Bringing a colleague into Togetherly takes about a minute. You add them by email, and at the same time you decide what they're allowed to do — including whether safeguarding alerts land in their inbox. ## Before you start - Admin access to the account you're adding them to. - The email address you want their invitation to go to. - Their full name, as you'd like it to appear in Togetherly. ## Steps ### Step 1: Open the Team page Open the admin menu — the gear icon at the top right of any page — and choose **Settings**. You'll land on the **Team** page, which lists everyone who can currently access your account. ![Open the Team page](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6NzU2MSwicHVyIjoiYmxvYl9pZCJ9fQ==--72abf6be0127639cb844279e29d5d931d815071a/block_open-team-page.png) ### Step 2: Start a new team member Choose **New team member** at the top of the page. A short form opens over the list, ready for their details. ![Start a new team member](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6NzU2MiwicHVyIjoiYmxvYl9pZCJ9fQ==--a714b1ca5525f60b60b3a423624e126bb2796580/block_new-team-member.png) ### Step 3: Add their details and permissions Type their **Full name**, then their **Email address**. Under **Options**, turn on **Receive safeguarding alert notifications.** to send them a heads-up whenever a call raises a concern, and **Can administer the account.** if they should also manage team members and account settings. If you're not sure, leave both off — you can change them later. ![Add their details and permissions](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6NzU2NywicHVyIjoiYmxvYl9pZCJ9fQ==--be10e928b3967dc2f30cd796bd2f686237458093/block_add-team-details.png) ### Step 4: Send the invitation Choose **Add team member** to finish. They'll appear in the list straight away, and we'll email them a link to activate their account. ![Send the invitation](https://help.together.ly/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6NzU2OCwicHVyIjoiYmxvYl9pZCJ9fQ==--7cdafaf1999192aae495ae65978357d000599469/block_send-invitation.png) ## Tips - Leave both switches off if they only need to run sessions — they'll still be able to host calls and see your contacts. - To change someone's permissions later, choose **Edit** next to their name on the **Team** page. - If the email address is already on your team, Togetherly will tell you rather than creating a duplicate. ## Summary That's it — they're on the team. Your new team member will get an activation email, and you can fine-tune what they can do at any time from the **Team** page.