How to Invite Team Members in Calilio?

To invite a team member in Calilio, open Settings, then Members, and click Invite Members. Enter the team member's full name and email address, choose Admin or Member as their role, accept the terms, and click Send Invite. The team member appears in your member list once they accept the emailed invitation.

Step 1: Open the Members page

• Click Settings in the left sidebar of the Calilio web app.
• Under WORKSPACE, click Members.
• The Members page lists every team member with their status, type, and assigned numbers.

Members appears under WORKSPACE in the Settings menu.

Step 2: Click Invite Members

• The Invite Members button is at the top right of the member list.
• Click it to open the Invite Member form.

Click Invite Members at the top right of the member list.

Step 3: Fill in Full Name and Email

• The Invite Member form requires three details: full name, email address, and role.
• Type the team member's name into Full Name.
• Type the address the invitation should go to into Email, and check the spelling before you send it.

The Invite Member form takes a name and an email address.

Step 4: Choose the role

• Open the Role field, which reads Select to assign role.
• Calilio offers two roles: Admin and Member.
• You can change the role later from the team member's row in the member list.

The Role field offers Admin and Member.

Step 5: Send the invitation

• Accept the terms shown on the Invite Member form.
• Click Send Invite to email the invitation.
• Click Cancel to close the form without sending the invitation.

Click Send Invite to email the invitation.

What does the member list show?

• NAME shows the team member's name and the email address the invitation went to.
• STATUS shows the current state of their invitation.
• TYPE shows their role, either Admin or Member.
• ASSIGNED lists the business numbers they can call and message from.

Expected result

• Calilio sends the invitation to the email address you entered.
• The team member appears in the member list once they accept the invitation.

What is the difference between Admin and Member?

An Admin manages the workspace, including team members, business numbers, and settings. A Member works inside the workspace using the business numbers assigned to them. Choose Member unless the team member needs to administer the workspace.

Does adding a team member cost anything?

Yes. The Invite Member form states that you are charged proportionately for each additional team member added to your plan, so the amount depends on when in the billing period they join.

How many members can I invite?

Your plan sets how many team members you can invite. The Standard plan covers up to 10 users, and the Premium plan and the Enterprise plan remove the user limit. If your team outgrows the Standard plan, you can upgrade to a plan that has no user limit.

Can I invite an individual who already has a Calilio account?

Yes. Invite the email address they already use, and your workspace appears in their account once they accept the invitation. One individual can belong to more than one workspace and switch between them.

Contact Calilio support

If an invitation does not appear, ask the team member to check their spam folder, then contact our support team with the email address you invited and the time you sent the invitation.

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References

Updated on: 15/10/2026