How to Create a Team

This walkthrough answers the questions: How do I invite a new user? How do I add a new user? Where do I add a user? Where can I add an admin?

This walkthrough answers the questions: How do I edit my user email? How do I edit my password? Where can I change my user photo? Can I change my username or other info?

This walkthrough answers the questions: How do I delete a user? Where do I delete a user? Can I archive a user?

This walkthrough answers the questions: How do I restore a deleted user? Where do I go to reactivate a deleted user? Can I invite an archived admin? Can I reinstate a guest user?

This walkthrough answers the questions: How do I set permissions for my guest users? Where do I set permissions for users? Can I allow users to have limited access?

This walkthrough answers the questions: How do I change a user role? Can I make someone an admin or a guest? Where do I update an admin to a guest? Can I downgrade a guest user?

This walkthrough answers the questions: How do I create a team? Where do I go to add another team?

This walkthrough answers the questions: How do I make a new field? How do I add a column to the contact page? Where do I add new contact field values?

This walkthrough answers the questions: How do I limit a guest to only certain teams? Where do I edit team access for a guest user?

This walkthrough answers the questions: How can I remove contacts from a team? Where do I set which contacts are visible on a team? Can I only have specific contacts on specific teams?

This walkthrough answers the questions: How do I set the phone number for a team? Where do I pick my SMS number?

This walkthrough answers the questions: How do I limit which fields are on a team? Where do I add or remove contact columns?

This walkthrough answers the questions: Can I change my team name? Where do I set the color for my team icon?

Do you find yourself typing and sending the same text, confirmation, or email message again and again? Why not create a Snippet to re-use existing messages?

Sometimes you need to give guest users access to your ConveYour account. This video breaks down how to give guest users access to fields in ConveYour.

Have data specific to your contact database? We'll show you how to add custom fields for your contact segmentation needs in the ConveYour system.