Using an existing account for team access

I keep one sign-in account per email address. If a team member already has a customer account, including with another business, invite that same email from their team profile. Their business role is added to the existing account; customer history and business permissions stay separate.

Older accounts

Large customer imports do not remove older accounts. I look up existing logins directly by email when adding business team access, rather than only checking recently created accounts.

Access stays separate

Giving someone access to your business does not give them access to another business or make them a platform administrator. Choose the role required for your own team.