> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cura.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting your team to help set up

> Setting up Cura goes faster — and runs better day to day — when your team is in it with you.

Setting up Cura goes faster — and runs better day to day — when your team is in it with you. By the end of this guide, your colleagues will have access to Cura and the right level of permission, so they can help train the AI, watch the Inbox, and handle conversations.

## Before you begin

* You're an **admin** on the account. Admins manage who's in and what they can do.
* The email addresses of the people you want to add.
* A rough idea of what each person should do — handle conversations, or also configure settings.

***

<Steps>
  <Step title="Understand the roles">
    Cura has two layers of access, so people only see what they need:

    * **Organization role — Admin or Member.** This is set when you invite someone. Admins can configure the whole account: channels, the AI, workflows, teams, and settings. Members focus on the day-to-day work in the Inbox.
    * **Workspace role — Manager or Staff.** Within a workspace, managers oversee and configure; staff handle conversations and bookings. You assign these in **Settings → Workspaces**.

    <Note>
      Org admins automatically have access to **every** workspace and act as managers there — you don't need to add them to each workspace by hand. Workspace roles only apply to members.
    </Note>
  </Step>

  <Step title="Invite your teammates">
    Member invites and roles are handled in Cura's hosted **Manage organization** screen:

    * **Open the profile menu** — click your avatar in the top-right corner.
    * **Choose "Manage organization."** This opens the organization modal.
    * **Go to the Members section and invite by email.** Use the exact address each person will sign in with, and pick their organization role (**Admin** or **Member**) as you invite them.

    <Warning>
      Use each person's real, individual email address. Sharing one login makes it impossible to tell who replied to whom — and breaks reporting.
    </Warning>

    <Check>Your teammates receive an invitation and can sign in to Cura.</Check>
  </Step>

  <Step title="Assign workspace roles">
    Once someone has accepted their invite, give them the right access inside each location:

    * **Open Settings → Workspaces** and choose the workspace they'll work in.
    * **Add the member and set their workspace role** — **Manager** for anyone who oversees that location, or **Staff** for front-desk team members who work the Inbox and bookings.
    * **Repeat for each workspace** a person needs. (Org admins already have access everywhere, so you can skip this for them.)

    <Check>Everyone has the access that matches their job — no more, no less.</Check>
  </Step>

  <Step title="Point them to the basics">
    Help your team get productive on day one:

    * **Share [Signing in for the first time](/getting-started/signing-in)** so they get in smoothly.
    * **Walk them through [the main navigation](/getting-started/a-tour-of-the-navigation)** so they know where things live.
    * **Show them the Inbox** — where most of their work happens.

    <Tip>
      Divide and conquer the setup. One person can train the AI while another connects channels and a third tests with real messages. Use the [quick-start checklist](/getting-started/quick-start-checklist) to split the work.
    </Tip>
  </Step>
</Steps>

## Troubleshooting

* **A teammate landed in an empty account.** They likely signed in with a different email than the one you added. Have them sign out and use the exact address you invited.
* **A teammate can't see a setting.** That area is probably admin-only. Check their role, or have an admin handle it.

***

### Related articles

* [Signing in for the first time](/getting-started/signing-in)
* [A tour of the main navigation](/getting-started/a-tour-of-the-navigation)
* [Quick-start checklist: go live in under an hour](/getting-started/quick-start-checklist)
* Teams & workspaces