Adding someone to your organisation

People are added from your organisation's team settings. Adding someone creates their account, gives them access, and emails them an invitation to set a password.

Adding an organisation user

Choose Add Organisation User.
Enter their name, email address and mobile number.
Give them their roles — this is what decides what they can see and do.
Save. The invitation goes out and you are told it has been sent.

Someone who should administer the whole organisation is added as an organisation administrator; somebody running one tribe is added as a tribe administrator on that tribe.

When the address already has an account

Email addresses identify people across the whole of Gorilla Dash, so somebody who already works with another organisation — an agency, a supplier, a manager covering two brands — already has an account. They are added to yours rather than given a second one, and they keep the password they already use.

DO NOT INVENT A SECOND ADDRESS

Adding someone as name+1@ to get around an existing account gives them two logins, splits their work between two names, and guarantees confusion later. Add the real address.

Team members and users are not the same thing

A team member is a person on your organisation chart. A user is a login. Most staff need both, and they are linked together — a team member with no login cannot sign in, and is also the reason someone can be missing from CRM assignment lists.