HOW-TO
How to add a team member to your account
Each person on your team who needs to see contacts, reply to messages, or take bookings should have their own login in PRYNT CRM. You control exactly what each person can see and do.
2 MIN READ
5 STEPS
UPDATED AUG 17, 2026
STEP BY STEP
How to do it
01
Open My Staff
In PRYNT CRM click Settings at the bottom of the left menu, then My Staff. On some accounts this reads Team.
Settings → My Staff
02
Add the person
Click Add Employee. Enter their first and last name, email address (this becomes their login), phone number, and a temporary password.
03
Set their role and permissions
Open the Roles and Permissions tab. Admin has full access to everything. User has only what you turn on. For a User, enable just the areas they need, such as Conversations, Contacts, and Calendars. Turn on Only Assigned Data if they should see only their own contacts and tasks.
Tip. Adding someone with the same job as an existing team member? Use Copy Permissions from that person instead of flipping toggles one at a time.
04
Connect their calendar
If they'll take appointments, make sure they're added to the right calendar under Calendars and set their availability.
05
Save and send their login
Save, then send them their email and temporary password so they can log in.
Careful. Admin gives full control, including deleting contacts, changing account settings, and removing other users. Give it only to people who truly need it and use User for everyone else.
HOW TO KNOW IT WORKED
The person shows in Settings > My Staff, and when they log in they see only the sections you enabled. Have them send a test message or open a contact to confirm.
Steps reflect the platform as of August 17, 2026. Menus change; if something looks different, tell us and we will update this guide.
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BEFORE YOU START
You're an Admin on the account.
The new person's email address, and it isn't already used by another user in the account.
CATEGORY
Email & Contacts
TIME
About 2 min
STILL STUCK?
Send us a screenshot.
We will sort it.
Every question we get makes these guides better. If a step did not match what you saw, tell us and we will fix it for the next person.
