> ## 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.

# Inviting Team

> Learn how to add team members to your Eazybe organization for collaborative WhatsApp management with Zoho CRM

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## Overview

Adding team members to your Eazybe organization enables collaborative WhatsApp management. This guide walks you through the process of inviting employees to join your workspace.

## Steps to Invite Your Team

<Steps>
  <Step title="Access Organization Settings">
    Navigate to the Organization settings by visiting [workspace.eazybe.com/organization](https://workspace.eazybe.com/organization).

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343118289.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=558cd2f3adc28d11e57e288dd550ebad" alt="Organization Settings" width="864" height="997" data-path="images/1343118289.png" />
  </Step>

  <Step title="Navigate to Employees Section">
    Select **Employees** from the menu, then click **Add Employees**.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343118277.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=09168e5367733f27f5258da8e2005032" alt="Add Employees" width="1056" height="572" data-path="images/1343118277.png" />
  </Step>

  <Step title="Enter Employee Information">
    Fill in the required employee details and send invitations:

    * **Name** (required)
    * **Email** (required)
    * **WhatsApp Number** (required)

    Click **Add** to save the employee, then select **Send Invites** to distribute the invitations.

    <img src="https://mintcdn.com/eazybe/tecie6w1d2Y98Bjt/images/1343118275.png?fit=max&auto=format&n=tecie6w1d2Y98Bjt&q=85&s=286adf94c298947fa6a4da803c56107c" alt="Employee Form" width="1056" height="572" data-path="images/1343118275.png" />
  </Step>
</Steps>

<Note>
  **Name**, **Email**, and **WhatsApp Number** are mandatory fields when adding new team members.
</Note>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Why should I invite my team members?">
    Inviting team members allows you to:

    * Assign tasks and conversations to specific employees
    * Provide access to shared resources and Quick Replies
    * Monitor team analytics and performance metrics
    * Enable collaboration through Team Inbox features
  </Accordion>

  <Accordion title="Are my chat backups secure?">
    Yes, all chat data is securely backed up and only accessible to authorized team members within your organization.
  </Accordion>

  <Accordion title="How can I increase the number of seats in my organization?">
    Contact your account administrator or visit the billing section in your workspace settings to upgrade your plan and add more seats.
  </Accordion>

  <Accordion title="Can employees access Quick Replies and Labels?">
    Yes, team members can access shared Quick Replies and Labels based on their assigned permissions and roles.
  </Accordion>

  <Accordion title="What is Team Inbox?">
    Team Inbox is a collaborative feature that allows multiple team members to view, manage, and respond to WhatsApp conversations together, ensuring no customer inquiry goes unanswered.
  </Accordion>

  <Accordion title="How do I know if my invite was successfully sent?">
    After clicking **Send Invites**, you will receive a confirmation message. The invited employee will receive an email notification with instructions to join your organization.
  </Accordion>
</AccordionGroup>
