video1.0<iframe src="https://www.loom.com/embed/a0056b5e1ced4be7b58fa2017f96924b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/a0056b5e1ced4be7b58fa2017f96924b-e5fca2ae18aec7aa.gif787.093This Loom explains how to add team members to an Ivorey account and control exactly what each person can access. It recommends creating individual logins for roles such as VAs, OBMs, contractors, coaches, or employees instead of sharing your own credentials. The video walks through adding user details, assigning calendars for booking and calls, optionally requiring a mandatory email signature, and most importantly setting roles and permissions including admin versus user and data visibility (all records versus only assigned records). It also notes reviewing AI-powered permissions since some AI functionality may incur additional charges.