Use the Team section in Settings to manage who has access to your agency, what they can do, and to review activity logs of important changes. Go to Settings > Team. You'll see Members (people and invitations), Roles & permissions (access design), and Activity log (team actions). On Members, choose Invite member and enter the person's name, email, and details. Use their individual work email. If they already have a Hailo account, the invitation can connect that account to your agency. Before sending the invitation, review what each role can access: client information, caregiver data, billing, payroll, reports, and team administration. Choose the role that gives them only what they need for their work. A person remains pending until they accept the invitation. You can resend the invite if it was lost or revoke it if the email was wrong or they should no longer join. Find an active member and click to change their assigned role when their responsibilities shift. Save the update and ask them to refresh or sign in again if their navigation doesn't update immediately. Open Roles & permissions to inspect each area of the product and set the access level needed: none, view, or higher management level. The owner role stays protected with full access. Remove a member immediately when they leave the agency or no longer require access. Confirm ownership transfer and hand off open work first. Never repurpose a departing member's account for another employee. Use Activity log to check impo…