Team and billing

Team Setup: Org Name, Roles, and Inviting Users

• 0:00–0:26Rename your organization
• 0:26–0:37Invite users from your CRM
• 0:37–1:15Roles and visibility
• 1:15–1:39Bulk and one-by-one invites

Answers:

• Can I pull my CRM users into Aila instead of typing emails?
• How do I add the rest of my GoHighLevel location to Aila?
• Do I share a login or send an invite?

Team Setup: Org Name, Roles, and Inviting Users

• 0:00–0:26Rename your organization
• 0:26–0:37Invite users from your CRM
• 0:37–1:15Roles and visibility
• 1:15–1:39Bulk and one-by-one invites

Answers:

• Can I pull my CRM users into Aila instead of typing emails?
• How do I add the rest of my GoHighLevel location to Aila?
• Do I share a login or send an invite?

Team Setup: Org Name, Roles, and Inviting Users

• 0:00–0:26Rename your organization
• 0:26–0:37Invite users from your CRM
• 0:37–1:15Roles and visibility
• 1:15–1:39Bulk and one-by-one invites

Answers:

• What is the difference between owner, admin, manager, and member?
• Who can see whose calls?
• Is the admin seat free?
• Which roles can manage billing?

Team Setup: Org Name, Roles, and Inviting Users

• 0:00–0:26Rename your organization
• 0:26–0:37Invite users from your CRM
• 0:37–1:15Roles and visibility
• 1:15–1:39Bulk and one-by-one invites

Answers:

• How do I change my organization name?
• Why does the org name matter for transcription accuracy?
• Do I need to click Save for the name change to stick?