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Guided walkthrough

invite-managers.mp4

Welcome to INTO! Your INTO team will be composed of agents and managers. Let’s explore how you can promote team members to become managers in your INTO account. Agents can use INTO for Guesty, but they do not have access to your INTO company account. Managers, on the other hand, can use INTO for Guesty and also have full access to your INTO company account.

Your INTO company account is essential for setting up and configuring your AI, managing your team, testing and training your AI, configuring upsell opportunities, and tracking your team’s progress and productivity. It is also where you will manage your plan and billing information.

You may choose to invite all your team members to become INTO managers or select only a few. The process is simple: log in to your INTO account and navigate to Settings > Team Members. There, you will see all the users that were imported from Guesty. In the "Role" column, you can toggle team members between user or manager roles.

To promote a team member to Manager, simply select the user, switch their role to Manager, and confirm the change. The team member will immediately receive an invitation to create a password. Once they’ve created their password, they will have full access to the company’s INTO account.


Overview:

Welcome to INTO! Your INTO team will consist of two roles: Agents and Managers. This guide will help you understand how to promote team members to become Managers in your INTO account.

Agents can use INTO for Guesty but do not have access to your INTO company account. Managers, however, can use INTO for Guesty and have full access to your INTO company account. This account is crucial for setting up and configuring your AI, managing your team, testing and training your AI, configuring upsell opportunities, and tracking your team’s progress and productivity. It is also where you manage your plan and billing information.

Promoting Team Members to Managers:

You may choose to promote all your team members to Managers or select only a few. The process is simple and straightforward:

  1. Navigate to Settings > Team Members.

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  1. You will see a list of users imported from Guesty. In the "Role" column, you can toggle team members between User and Manager roles.

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  1. Select the team member you wish to promote, switch their role to Manager, and confirm the change.

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  1. The selected team member will immediately receive an email invitation to create a password.

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  1. Once the team member creates their password, they will gain full access to the INTO company account.

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