How to Add a Team Member in Sophiie

Step 1: Open the Team Section

1. Log in to your dashboard
   
   
2. Click Train Sophiie
   
   
3. Select Team
   
   

Step 2: Add a New Team Member

Click Add Team Member or the + icon.

Step 3: Enter Their Personal Information

1. Enter the full name of the staff member. First and Last Name
2. Choose a Role:
   • Admin - has access to all areas including Train Sophiie and Settings
   • User - has access only to Inbox, Customers, Jobs, Schedule, Invoices. No access to Train Sophiie and Settings.
3. Select a department if departments are setup and available.  This is optional and can be done later if you want this.
4. Enter the users email address.  This becomes their login email for access to app.sophiie.ai and is used for receiving notifications.
5. Enter their phone number if they are wanting text notifications or calls transferred to their number.
6. Add the team members responsibilities.  Keep it brief and to the point.

Step 4: Escalation Point

Toggle this on if this team member is to be the point of escalation for late invoice or late payment follow-ups.

Step 5: Unavailability

Use this section for any days or holidays this team member will not be available.  This lets Sophiie know not to transfer to this person on these dates.

Fill in the following:

• Description
• Start date
• End date
• Times (optional)
• If this unavailability is recurring or not

Click Add Availability to set the unavailability.

Step 6: Save

Click Save to apply the update.

FAQs for adding a Team Member

Q. Can I add unlimited team members?

No.  The number of team members allowed will depend on your Subscription Plan.  Extra seats are available at a fee.  Please contact us if you wish to purchase more team seats.

Q. Are team members editable?

Yes, you can update them anytime.

Q. Will Sophiie use their names on calls?

Yes.

Q. Do I need to use a person's actual name?

No.  You can fill in the name section with names like “Team Member”, “Admin Staff”