Adding Team Members to Your Account

Invite teammates to your Sphere account so they can open support tickets, create transactions, add bank accounts, and download transaction history. No more sharing one login.

Before you start

• You need an admin account to invite team members.

• Each teammate gets their own login. Your support history is shared at the account level, so anyone on your team can see past conversations and continue them.

How to invite a team member

1. Log in to your Sphere admin account.

2. Open Settings from the bottom left sidebar, then click Team Permissions.

3. On the Team Permissions page, enter your teammate's email address.

4. Select their role from the dropdown.

5. Click Invite.

That's it, your teammate will receive an email invitation with a link to set up their own login. Once they've completed setup, they can log in and reach support through the chat widget.

Frequently asked questions

Who can invite team members? Only admin accounts can access Team Permissions and send invitations.

My teammate didn't get the invitation email. What should I do? Ask them to check their spam or junk folder first. If it's not there, remove and re-send the invitation from Team Permissions, or contact us through the chat widget and we'll help.

Can I change someone's role or remove them later? Yes. Return to Settings → Team Permissions anytime to manage your existing team and change roles or permissions.