How do I add a new team member to our RootLogic account?

Click the gear icon (⚙) at the bottom of the left sidebar to open Settings. In the left-hand settings navigation, look for "My Staff" or "Team" — click it to open the team members list. You'll need Admin access to add users. If you don't see this option, contact your VMMG account manager.

On the My Staff page, click the "Add Employee" button (or the blue + icon in the top-right corner of the staff list). A form will appear asking for the new team member's first name, last name, email address, and phone number.

Enter the new team member's name, their work email address, and optionally their phone number. In the "Role" dropdown, choose either "Admin" (full access including Settings) or "User" (standard access — can handle conversations, pipeline, and contacts, but cannot change practice-wide settings). For most front desk staff, "User" is the right choice.

Click Save or Send Invite. RootLogic will send an email invitation to the address you entered. The new team member needs to click the link in that email to set their own password and activate their account. The invite link expires after 24 hours — if they miss it, you can resend from the My Staff page.

Once they've logged in for the first time, ask them to click their profile avatar and update their notification settings and time zone. Each user controls their own alert preferences — new users default to minimal notifications, which means they might miss leads until they configure their settings.