Go to Admin → Users and click + Add user. Fill in:
- Name and email address
- Role — Admin, Manager, Appointment Setter, Closer, Sales Manager
- Initial password — pass on securely to the user (1Password, Bitwarden, etc.)
- For sales: commission + flat fee defaults
- For Manager: optionally assigned clients
After creation, the team member can log in immediately and change their own password + set up 2FA.