Your team

Since this video: ECHOPS now has a fourth role, Viewer: a viewer opens every page, changes nothing, and uses a seat.

This video covers your team: inviting people, roles, departments and what each one opens, the activity feed and audit log, and your own profile and sign-in.

People

Open Settings, then People. Tiles show the owners and admins, who's in a department, and who was active this week. The table lists everyone with their department, home location and role. Change a department or home location right in the row.

Invite someone

To add someone, an owner or admin fills in Invite someone: type the email address, pick a role, and click Send invitation. They get an email with a link to sign in. The invitation stays open for fourteen days, under Invitations, where you can Resend or Revoke it.

Roles

Pick one of four roles. Owner does everything, including billing and the team. Admin runs settings, the price book and the team, but can't add or remove owners. Member works leads, deals and quotes. Viewer opens every page but changes nothing, and uses a seat. Change a role in the person's row, or click Remove.

Departments

Departments group people by what they do. Click Add the suggested ones, or Add a department. Click Change to rename one and pick the Overview its people get, and Add someone to put people in it. Departments come with the Crew and Company plans.

Permissions

Permissions sets which sections each department opens: sections down the side, departments across. Tick or untick each box, click Open all for a department, or start from Suggested limits. Owners and admins are never limited, and everyone keeps their role's limits too.

Activity

Activity, under Data and history, is the feed of what everyone did, newest first. Pick a period, search, or narrow it by area. Switch to People to see what each person got done. Owners and admins see everyone, and can undo a recent edit within twenty-four hours; everyone else sees their own.

Audit log

The Audit log keeps every sign-in, team and settings change, and every visit from ECHOPS support, with its reason. Filter by who, what kind and the dates, then click Show.

My profile

Click your photo, then My profile. Under Profile, set your photo, name, phones, job title and time zone. Signatures holds a full signature for new emails and a short one for replies. Email notices turns off emails you don't want, and Alerts and app turns on alerts for this device.

Sign-in and security

Sign-in and security is where you add a passkey, set up an authenticator app and save its backup codes, and see your signed-in devices, with a button to sign the others out. Owners and admins always sign in with a second step.

Give each department only the sections it needs, so everyone's menu stays short and clear. Next: Quote and Price Book setup.