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How to Invite a Team Member

Add a team member to your MONDAi account. Send an invitation, assign their role, and control exactly what they can access.


When your business grows past a solo operation, you need a way to bring in support without handing over your login. MONDAi lets you invite team members, assign roles, and control exactly what each person can see and do inside your account.

GoHighLevel's infrastructure, which powers MONDAi, handles multi-user access through the Team Management section of Settings. You can have multiple users at different permission levels, each with their own login and access scope.

Tip

Before you start

Be logged in as the account owner or an admin with user management permissions. Have the email address of the person you're inviting ready.

Steps

  1. Go to Settings

    In the left sidebar, click the gear icon to open the Settings panel.

  2. Select Team Management

    Find and click Team Management. This is where all your active users are listed.

  3. Click Add Employee

    Select + Add Employee in the upper area of the Team Management screen.

  4. Enter their name and email address

    Fill in first name, last name, and the email where the invitation will be sent.

  5. Select their role

    Admin: Full account access — use sparingly. User: Standard access with some restrictions. You can also configure specific section-level permissions depending on what they actually need to do.

  6. Assign them to a calendar (if applicable)

    If this team member will be taking appointments, assign them to the relevant calendar at this stage.

  7. Click Send Invitation

    Your team member receives an email with a link to create their password and access the account. Their status in Team Management shows as pending until they accept.

  8. Confirm they've accepted

    Once they click through and set up their access, their status updates in Team Management. You can manage or adjust permissions from the same screen at any time.

Video WalkthroughSettings → Team Management, completing the Add Employee form, setting permissions, and sending the invitation

Common mistakes
  • Sharing your personal login instead of creating a separate user. This creates a security risk and makes it impossible to track who made changes. Always create individual logins.
  • Assigning Admin access when it isn't needed. Admin gives full control over your entire account. Assign the minimum permissions needed for the role.
  • The invitation landing in spam. Ask your team member to check their spam or promotions folder if the email doesn't arrive within a few minutes.
  • Forgetting to update permissions when someone's role changes. Return to Team Management whenever responsibilities shift and adjust access accordingly.

Next steps

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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