Your team: invites, roles, and activity

Sylo is built for teams, not just owners. Everyone who needs the dashboard can have their own login with the right level of access.

Inviting people

Open Settings, then Team, and send an invite by email. Each person gets their own account; nobody shares passwords.

Roles

• Owner: full control, including billing and account level decisions.
• Manager: runs the operation day to day: knowledge, bookings, orders, team.
• Staff: works the queues: inbox, bookings, orders.
• Receptionist: front desk view for handling conversations and bookings.

Give each person the least access that lets them do their job. You can change roles or remove someone at any time.

Two factor authentication

Any member can turn on two factor authentication for their own login under Security in settings. We recommend it for every account, starting with the owner.

The activity log

Under Settings, then Activity, owners and managers can see a plain language record of changes made in your dashboard: who updated hours, edited knowledge, changed a service, and so on. It's your answer to "who changed this?", and it can't be edited or erased.