Intro to Cooby
How to use Cooby: Your quick start guide
Introduction Cooby's intuitive yet powerful platform gives customer-facing working professionals the power to make work more productive. Use this article for a high-level summary of core Cooby features, along with links to explore more documentation for each area. Workspace When you first sign up a Cooby Workspace will be created along with your account. Cooby Workspace is the control area for you to invite members, manage subscriptions and configure integrations. Members in the sameSome readersCooby glossary
This glossary defines common terms that you might see as you're working in Cooby, or throughout our Help Center. 🔍 A Admin Auto-sync B Billing Broadcast C Chat with non-contact (https://help.cooby.co/en/articFew readers
Getting started for Cooby admin
Remove team member
Cooby workspace admins can remove members' accounts. When a member's account is removed, they will not receive a notification. Their contacts and settings, including tabs, templates, etc., will be deleted along with the account. Only information that has been synced to their related CRM will be retained. Revoke team member Go to your member page. Locate the member to whom you want to remove. Click the "3 dots" to access more actionsSome readersChange the member permission
Easily change other team members' permissions with just one click. Change the permission Go to your member page. Locate the member to whom you want to change the permission. Click the dropdown in the member's role section to change permissSome readersInvite team members
When it comes to Cooby Teams, we believe that the more members, the better! Follow the steps below to invite team members to your Cooby: Go to your member page Click on Invite members Input the team member's email address or search for a member within your Google Workspace or HubSpot. (https://storage.crisp.chat/users/helpSome readersResend the invitation
The invitation email will expire after 14 days, and the member is unable to join your teams with this link. If an invitation you sent has expired or was lost, you can resend it. You can also revoke an invitation to prevent an invited member from accepting it. Resend the invitation Go to your member page. Locate the member to whom you want to resend the invitation. Click the "3 dots" to access more actions. Select ResenFew readersRevoke the invitation
For certain reasons, you may need to revoke an invitation sent to a member. When you revoke an invitation, the invited member will be deactivated. — Revoke the invitation Go to your member page. Locate the member to whom you want to remove the invitation. Click the 3 dots to access more actions. Select Remove. Learn how to change the member's permission (https://help.cooby.co/en/articles/8564351-change-the-meSome readers