video1.0<iframe src="https://www.loom.com/embed/c9f0f473d9374c798f3dec132ad7c180" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c9f0f473d9374c798f3dec132ad7c180-c70c51334e6243c4.gif726.357This Loom explains how to add team members to an Ivorey account and control what they can access. The presenter recommends creating individual login accounts instead of sharing the owner login, then going to Settings, Users, and selecting Add User to enter the member’s name and email so they can set their password via a login prompt. A key focus is Roles and Permissions, including choosing admin or user and configuring data visibility, such as toggling signed data limits so some members only see assigned appointments and contacts. The video also covers selectively enabling features by toggling subcategories, reviewing AI-related permissions, and optionally setting calendar assignments, working days, and calendar configuration details.