Overview
Invite your team members to join your Eazybe workspace and collaborate on WhatsApp conversations with HubSpot integration. This guide walks you through the process of adding employees to your organization.Inviting team members allows them to access shared WhatsApp conversations, backup chats to HubSpot, and collaborate using the Team Inbox feature.
Video Tutorial
Watch our step-by-step video guide to invite your team:Step-by-Step Guide
Navigate to Organization
Go to your Eazybe Workspace at workspace.eazybe.com/organization and access the Organization section.
Access Employee Management
Click on Employees in the sidebar, then click the Add Employees button to start adding team members.
Enter Employee Details
Fill in the required details for each team member:
- Name — Full name of the employee
- Email — Work email address for receiving the invitation
- WhatsApp Number — The WhatsApp number they’ll use with Eazybe
Invitations have been sent to your team members!
Quick Reference
| Field | Required | Description |
|---|---|---|
| Name | Yes | Full name of the team member |
| Yes | Email address for the invitation | |
| WhatsApp Number | Yes | WhatsApp number for Eazybe connection |
Frequently Asked Questions
Why should I invite my team?
Why should I invite my team?
Inviting team members enables collaboration on WhatsApp conversations, shared access to HubSpot-synced data, and usage of the Team Inbox feature for managing customer communications together.
How does chat backup work for team members?
How does chat backup work for team members?
Each team member’s WhatsApp chats are backed up to your organization’s connected HubSpot account, maintaining a centralized record of all customer communications.
Is my data secure?
Is my data secure?
Yes. Eazybe does not store any data on its servers. All data is backed up with the user’s WhatsApp number and stored securely in the Admin’s Google Drive.
Can I add more seats later?
Can I add more seats later?
Yes, you can expand your team at any time by purchasing additional seats through your Eazybe subscription settings.
What details are mandatory for employees?
What details are mandatory for employees?
Name, Email, and WhatsApp Number are required fields for each team member invitation.
What resources can team members access?
What resources can team members access?
Team members can access shared WhatsApp conversations, HubSpot contact sync, chat backup features, and the collaborative Team Inbox.
How do I verify if invites were sent?
How do I verify if invites were sent?
Check the Employees section in your Organization settings to see the status of sent invitations. Team members will receive an email with instructions to join.
Next Steps
Team Inbox
Learn how to use the Team Inbox for collaborative customer support.
Contact Sync
Set up contact synchronization between WhatsApp and HubSpot.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at [email protected]. We’re happy to help!