Go to Settings, then the User Management tab. Everyone on your account is one row in a single table, and both adding people and setting their permissions happen here.

The columns are Type, Email, Name, Internal Name, Phone, Role, Status and Permissions. Email, Name, Internal Name and Phone can be edited straight in the row. Type is either Owner, which is one row, or Team Member.

The Status column is the one to check first when somebody says they never got access. There are three states, not two.

Resend invite appearing on a row is the tell that someone never completed signup. That is almost always the answer to "my cleaner cannot log in". Resend the invite rather than adding the person again, which just creates a duplicate row.

One limit worth knowing: the primary admin email on the account cannot be changed from here. If it has to change, contact support.

The chevron in the Permissions column opens that person's permissions, with their name and email at the top. Begin with a role preset rather than building permissions up from nothing. The four presets are Admin, Receptionist, Operations Manager and Operations Staff.

A preset sets a sensible starting point. Everything below it can then be adjusted individually, so the preset is a starting position and not a cage.

Permissions divide into three blocks, each with its own master switch.

Enable Guest Comms covers the Listings Page, Account Settings and Access Owners, plus Auto-assign Conversations, which decides which guest conversations land with this person automatically. That can be None, All Listings, Individual Listings, or Listing Sets.

Enable Locks is a single switch.

Enable Operations is the large one, and it contains both the scoping and the individual grants described below.

Two standalone options sit below the blocks: View Owner Portal, and Show "Help Besty learn" popups on manually sent messages.

Inside Operations, scoping controls what a person can see, and it is three independent settings rather than one. This distinction answers most "why can this person see that" questions.

Because the axes are set separately, someone can be scoped to every listing but only their own department, or to one listing set but every user. Check all three before concluding a permission is broken.

Beneath the scoping sit eighteen page and action level checkboxes. If somebody cannot reach a page they expect, this is usually why.

Access Map Page is worth calling out, because it is only half the answer to "why can I not see my team on the map". The other half is each person's own location setting: under Settings, then My Account, there is a Share this device location with Besty checkbox. With it off, that person will not appear on the map, will not be used for task assignment by distance, and will not trigger geofencing. Both the grant and their own setting have to be right.

Everyone should have their own account. A shared login means you cannot tell who sent a message or changed a setting, and removing one person's access means resetting the password for everybody.

Reach out via chat or at support@getbesty.ai.