> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite Team

> Learn how to invite your team members to collaborate on Eazybe with HubSpot integration

## 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.

<Note>
  Inviting team members allows them to access shared WhatsApp conversations, backup chats to HubSpot, and collaborate using the Team Inbox feature.
</Note>

***

## Video Tutorial

Watch our step-by-step video guide to invite your team:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/_Nas0exN4dw" title="Eazybe Invite Team Tutorial" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

<Tip>
  Explore the full [Eazybe Tutorials playlist](https://www.youtube.com/playlist?list=PLi3dUwNVY25MX7Brhu4GXa2dGQ5V7L4NK) on YouTube for more video guides, or visit the [Eazybe YouTube channel](https://www.youtube.com/@eazybe).
</Tip>

***

## Step-by-Step Guide

<Steps>
  <Step title="Navigate to Organization">
    Go to your Eazybe Workspace at [workspace.eazybe.com/organization](https://workspace.eazybe.com/organization) and access the Organization section.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1347924117.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=bfbbe0645d726e583d02b86b3357661d" alt="Organization Section" width="864" height="997" data-path="images/1347924117.png" />
  </Step>

  <Step title="Access Employee Management">
    Click on **Employees** in the sidebar, then click the **Add Employees** button to start adding team members.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1347924118.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=63e008b2f48628a39f61da14c5f3f50d" alt="Add Employees Button" width="1056" height="572" data-path="images/1347924118.png" />
  </Step>

  <Step title="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

    After entering the details, click **Add** to add them to the list, then click **Send Invites** to send the invitation emails.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1347924116.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=34320a693459fb74b46856543f09f4b2" alt="Employee Details Form" width="1056" height="572" data-path="images/1347924116.png" />

    <Check>
      Invitations have been sent to your team members!
    </Check>
  </Step>
</Steps>

***

## Quick Reference

| Field               | Required | Description                           |
| ------------------- | -------- | ------------------------------------- |
| **Name**            | Yes      | Full name of the team member          |
| **Email**           | Yes      | Email address for the invitation      |
| **WhatsApp Number** | Yes      | WhatsApp number for Eazybe connection |

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I add more seats later?">
    Yes, you can expand your team at any time by purchasing additional seats through your Eazybe subscription settings.
  </Accordion>

  <Accordion title="What details are mandatory for employees?">
    Name, Email, and WhatsApp Number are required fields for each team member invitation.
  </Accordion>

  <Accordion title="What resources can team members access?">
    Team members can access shared WhatsApp conversations, HubSpot contact sync, chat backup features, and the collaborative Team Inbox.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Team Inbox" icon="inbox" href="/en/revenue-inbox/team-inbox">
    Learn how to use the Team Inbox for collaborative customer support.
  </Card>

  <Card title="Contact Sync" icon="arrows-rotate" href="/en/integrations/hubspot/contact-sync">
    Set up contact synchronization between WhatsApp and HubSpot.
  </Card>
</CardGroup>

***

## Need Help?

<Card title="Contact Support" icon="envelope">
  If you have any questions or need further assistance, reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!
</Card>
