Overview

This guide shows you how to add additional users to your CoPilot account so your team can access the system.

Video Walkthrough

Important Information Before You Start

License Limitations

• You can only add users up to your current license limit
• Your available licenses are set up in our system
• Need more licenses? Contact our Customer Success or Support team

Step 1: Navigate to Team Settings

1. Click on Settings
2. Select Team Members
3. Click Invite Team Member
4. Enter their first name and last name

Note: If you use SuperMove Core and this person already has an account, their name will appear as you type. Make sure to click on their existing profile to link the accounts properly.

5. Enter their direct number

Note: This number is used for making outbound calls and call routing. Use either their direct office number or cell phone number - whichever they'll be using for work calls.

6. Enter their email address

Note: If they already have a SuperMove account, this should auto-populate after you select their name.

7. Select either Admin or Sales role
   • Admin: Full access to settings and can see all company calls
   • Sales: Limited access and can only see their own calls

8. Click Next
9. Choose a SuperMove number from available options

Note: If your preferred area code isn't available, search different area codes to find available numbers. Until outbound caller ID is set up this number would appear as your Caller ID on outbound calls

10. Click Next to review all information
11. Click Submit to create the user

Note: A welcome email is automatically sent to the user's email address. This welcome email only works once for their initial login.

After Setup

First-Time Login

• New user receives a welcome email with login instructions
• This welcome email is only valid for their first login

Future Logins

• Users go to: sales.supermove.co
• Enter their email address
• Receive an email with a PIN code to log back in

User Access Summary

Need Help? If you need assistance with playbooks or other Copilot features, contact our support team at help@supermove.com or reach out to your Customer Success Manager