Convos - How do I add my teammates to my account?

Collaborate easily by adding teammates to your organization!

Before adding teammates, please note that only the Primary Convos user can do so.

In the Settings’ tab under ‘My Firm’, you can invite members of your team. This could be your partners in your firm or a marketing assistant.

When you enter their name and email into your Firm, they’ll get an invite to set up their own Convos account with their own login username and password, however, they will be part of your organization and team!

 

If it’s only you in your firm, or your Convos plan doesn't allow for the teammates feature, you can skip this step for now and just remember that us Krakens are in your corner!

If you'd like to upgrade your Convos plan to allow for teammates, please email support@getconvos.com.