Adding & Managing Team Members

Noddle lets you invite your entire team and control what each person can access. This article covers how to add users and manage your team roster.

Adding a New Team Member

1. Go to Settings > Team (or Settings > My Staff).
2. Click + Add User.
3. Fill in:
   • First and Last Name
   • Email address — they'll receive an invitation at this address
   • Phone number (optional)
   • User Role — controls what they can access (see Roles & Permissions)
   • Calendar assignment — if they'll have a personal booking calendar
4. Click Send Invite.

The new team member will receive an email with a link to set their password and log in.

Managing Existing Team Members

From Settings > Team, you can:

• Edit a user's name, email, or role
• Reset password on their behalf
• Deactivate a user to remove their access without deleting their history
• Delete a user (note: reassign their contacts and conversations first)

When you deactivate or delete a user, their assigned contacts and open conversations remain in Noddle. Make sure to reassign them before removing the user.

Assigning Contacts to Team Members

Each contact in Noddle can have an Owner — the team member responsible for managing that relationship.

To assign:

1. Open a contact's card.
2. Find the Contact Owner field.
3. Select the team member.

Or assign in bulk:

1. Filter contacts by the team member you're reassigning from.
2. Select all and use the bulk action Change Owner.

Team Availability for Calendars

If you're using Round Robin or team calendars, each team member needs to set their own availability:

1. They log in to Noddle.
2. Go to Calendars > My Availability.
3. Set their working hours and connect their personal calendar (Google/Outlook) to prevent double-booking.

Their availability feeds into the Round Robin logic — Noddle won't offer time slots when a team member is blocked.