Adding new users in SummerOS

Inviting new team members to your SummerOS organization is quick and easy. Whether you're onboarding a new revenue manager, sales rep, or operator, you can add users and assign roles in just a few clicks.

How to add a new user

1. Click the Settings icon in the bottom-left corner of your dashboard.
2. Navigate to the People tab in the left-hand menu.
3. In the top-right corner, click the Invite a User button.
4. Enter the email address of the person you want to invite.
5. Click Send Invite.
6. The user will receive an email with instructions to join your organization.

Assigning roles

After the user accepts the invite, you can assign them a role using the dropdown next to their name in the member list:

• Owner: Full access to all settings and billing
• Admin: Can manage users and team settings
• Member: Access to core features and tools

Only Admins and Owners can manage user roles.

Need to remove or edit a user?

Use the same People tab to:

• Change someone’s role
• Remove a user from your organization
• View join date and contact info

Getting help

If you have trouble sending an invite or managing team members, contact us at support@summeros.com, or use the in-app chat to get help directly.