Set up your EngageBay account

Invite your team

Invite your team members to the account to start collaborating in EngageBay. You can customize each user’s permissions to control which parts of EngageBay they can access. Once invited, they can log in and set up their profile and personal preferences.

Customize account default settings

While some settings apply only to individual users, such as user preferences, other settings are account-wide and impact all users. These settings include account time zone and language, default currencies, and security. While setting up your account defaults.

Connect apps to your EngageBay account

If you have contacts and other object records stored in a separate CRM, you can connect that CRM to EngageBay to sync over relevant information.