How to invite and manage team members in Visito - Visito Documentation

The account owner or a user with the Admin role can invite and manage team members.

Invite a user

Open the Visito dashboard.
Click the company name or the menu in the top-right corner.
Go to Settings, then Team.
Enter the new user’s email address.
Select a role and click Invite.

The invited user receives an email from Visito AI. They can use it to set their password and access the account.

Roles and permissions

Admin: has full access to the account, including AI configuration, billing, and user management.
User: has limited access focused on Inbox, Leads, and handling conversations. This role cannot manage billing, users, or AI configuration.

If you cannot see Team or the Invite button, you probably do not have owner or Admin permissions. Ask the account owner or an Admin to invite the new user or update your role.