Team and Myself Settings

Quick Reference Keywords: Invite team · Roles · Seats · Availability · Google Calendar · Outlook · Push notifications

Team (Settings → Team)

Invite members

1. Click add / invite
2. Enter email (system checks whether the user already exists)
3. Set role: Admin, Staff, or Agent
4. Complete the invite / create flow

Roles (summary):

• Tenant Admin — Full account settings and configuration
• Tenant Staff — All account features, but limited access to account business and billing settings
• Tenant Agent — Limited nav (contacts, conversations, appointments, tasks. In all these categories, also limited to only the ones they own). Ideal role for sales people, technicians, etc.

Manage members

• Search and paginate the team list
• Edit member details / bio (used in appointment confirmations when configured)
• Resend welcome or password-reset style emails when available
• Delete / deactivate members (watch seat usage)

Seats

If you hit a seat limit, the Team page links to Settings → Billing to add seats. Seat counts couple with your subscription plan.

Myself (Settings → Myself)

Profile

Edit your name, email, phone, and appointment owner bio / bio image (used in SMS confirmations when calendars include owner bio).

Availability

• General availability — Your default working hours
• Calendar-specific availability — Overrides for individual calendars

These interact with calendar booking and conflict detection — see Calendars and Appointments.

Calendar integrations

• Connect Google Calendar / Connect Outlook Calendar
• Synced BUSY events block booking; brayv appointments sync out to your personal calendar

Push notification preferences

Configure which message and appointment notifications you receive on supported devices/apps.

Related

• Billing / seats / wallet: Wallet Credits
• First-time team setup: Account Setup Prerequisites