# Add and invite team members

> Add staff to your team, check or resend their invite, give a login to someone who can't sign in, and share your team's invite code.

**Applies to:** Lilo Pro · Owners, admins and location managers

Source: https://heylilo.co/help/team/add-team-members

You add people to your team from the **Team** page. Lilo sets up their profile and emails them an invite to create their login. Clients can book people who do services right away, before they accept.

## Add a team member

1. Go to [**Operations** → **Team**](https://app.heylilo.co/dashboard/team) and select **Add**.
2. On **Who is this person?**, enter their first name, last name and **Email**. Lilo sends their invite to this email. **Phone** and **Title** are optional. Select **Continue**.
3. On **What's their role?**, choose a **Role**, then an **Employment type**. Select **Continue**.
4. On **Where do they work?**, check their locations and select **Continue**.
5. On **What do they do?**, check the services they do and select **Continue**.
6. On **When do they work?**, set their weekly hours and select **Continue**.
7. On **Finishing touches**, choose a **Calendar color** and the emails they get. Select **Continue**.
8. On **Review**, check their details and select **Create Team Member**.

You'll see **Team member added successfully**, and Lilo opens their profile on **Services**, or on **Profile** if they don't do services. To change something before you create them, select that step in the sidebar.

About the steps:

- **Employment type** is **Employee**, **Contractor** or **Booth Renter**. **Booth Renter** only shows for a **Service Provider**, and only for some types of business. [Employees, contractors, and booth renters](https://heylilo.co/help/team/employment-types) explains how they differ.
- An **Organization Admin** works at every location, so there's no **Where do they work?** step.
- If an employee works at more than one location, you have to choose a **Reporting manager**. That person [approves their time off and schedule changes](https://heylilo.co/help/team/schedules-and-approvals).
- For front desk, location managers and admins, **Does this person provide services?** starts on. Under **Where do they provide services?**, check where clients can book them. If they don't see clients, turn it off. Then there's no **When do they work?** step.
- Their hours start from the [opening hours](https://heylilo.co/help/settings/business-profile-and-hours) of the first location you checked. Other locations start as days off.
- **Compensation** is optional. You can fill it in later on their profile.
- For a [booth renter](https://heylilo.co/help/team/booth-renters), the services you check start on their menu. After they sign in, they can add or remove services and set their own prices.

Who you can add depends on your role:

- Owners can add any role, including another **Owner**.
- Admins can add any role except **Organization Admin** and **Owner**.
- Location managers can add **Front Desk** and **Service Provider** team members at their own locations.

To change anything later, see [Team member profiles](https://heylilo.co/help/team/team-member-profiles). [Team roles and permissions](https://heylilo.co/help/team/roles-and-permissions) explains each role.

## Check or resend an invite

1. Go to **Team** and select the person's name.
2. Select **Access**.
3. Under **Dashboard Access**, check their status:
   - **Invite Pending**: they haven't accepted yet. It shows when you sent the invite and when it expires.
   - **Dashboard Access Active**: they accepted and can sign in.
   - **No Dashboard Access**: they can't sign in. See the next section.
4. To send a new invite, select **Resend Invite**. You'll see **Invite resent successfully**.

A new invite works for 7 days and replaces the old link. If you entered the wrong email, fix **Email** in their **Profile** and select **Save Changes**. Then resend the invite.

## Give someone dashboard access

**No Dashboard Access** means they can't sign in to Lilo. That happens when someone on your team removes their sign-in, or when they come over from another booking system without an invite.

1. Open their profile and select **Access**.
2. Select **Grant Dashboard Access**.
3. Check their **Email** and choose their **Role**. The role starts on **Service Provider**, whatever their role was before. Pick the right one. If they're an owner, choose **Owner**, or they stop being one. Booth renters are always **Service Provider**.
4. Select **Send Invite**. You'll see **Invite sent successfully**.

## Share your invite code

Your **Invite code** is at the top of the **Team** page. Select the copy button next to it and send the code to the person. They use it to ask to join, and the owner or an admin approves them. [Set up Lilo for your team](https://heylilo.co/help/getting-started/team-setup) shows how to approve requests. [Join a team](https://heylilo.co/help/getting-started/join-a-team) shows what the person does.

## How it works

- Lilo emails an invite to everyone you add. The email has an **Accept Invitation** button. They create their login from it.
- The invite already sets their role and locations, so they're in as soon as they accept.
- Lilo Pro lets you add as many team members as you need.
- After your free trial ends, or if your plan is canceled, nobody can add team members until you subscribe. See [Plans, trial, and billing basics](https://heylilo.co/help/getting-started/plans-and-trial).
- The same role limits apply when you give someone dashboard access.
- Location managers only see their own locations when they add someone. They don't see join requests.

## Common questions

### Why does Lilo say I don't have permission when I create someone?

You chose a role you can't give. Admins can't add an **Organization Admin** or an **Owner**, and location managers can only add **Front Desk** or **Service Provider**. Select **What's their role?** in the sidebar and choose another role, or ask your account owner.

### They didn't get the invite. What do I do?

Check the **Email** on their profile, then select **Resend Invite** in their **Access** section. Only the newest invite works, and it expires after 7 days.

### Can I add someone without sending an invite?

No. Lilo emails an invite to everyone you add, on the web and in the app. In the app, it sends one even if you turn off **Enable dashboard access** or **Send invite email**.

### Can I add back someone I deactivated?

Reactivate them instead of adding them again. Their profile, locations and services come back with them. See [Remove a team member or leave a team](https://heylilo.co/help/team/ownership-and-leaving).

### Why isn't Booth Renter an option?

It only shows after you choose **Service Provider**. **Add** also only offers it to some types of business, like salons, barbershops, nail studios and tattoo studios.

### Can I add team members in the Lilo app?

Yes. Tap **More**, then **Team**, then **Add Team Member**. Fill in each step, then tap **Add Team Member** on **Review**. Lilo emails them an invite, the same as on the web. The app doesn't ask for hours. If they do services, Lilo starts them on each location's opening hours. You can change them on the web.