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Everyone on your team can use Taskezy — there’s no charge per person. Each team member has a WhatsApp number registered in your workspace, so Tia knows who is asking, and one or more roles that decide what they can see and do. Tia follows the same roles: she only does for someone what they could do in the app themselves.

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Roles

A role gives access to parts of the business. Give a person as many roles as they need — someone who sells and runs jobs can be Sales and Operations at once, and gets the access of both. A few things follow from this:
  • Recording expenses and bills needs Owner, Manager or Finance. A Member can’t log receipts.
  • Cash, the P&L and the balance sheet are for Owner and Finance only — Tia won’t answer “how’s cash?” for anyone else, and the finance part of the morning brief only goes to them.
  • Connecting your bank, Zoho or Stripe can be done by an Owner or Manager.
  • Inviting people and billing are for the Owner.
  • Someone with the Front desk role is alerted when a customer asks for a person.
Parts of the app a person can’t use are hidden from their menu.

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Invite a team member

1

Open the Invite tab

Go to Settings → Users & roles and open Invite. Only the Owner can invite.
2

Enter their details

Add their Name and Phone — the WhatsApp number they’ll use. Email is optional: add it if they’ll also use the web app.
3

Pick their roles

Tick one or more roles, then click Invite member.
What they receive:
  • On WhatsApp, a message from Tia introducing herself. Their number is ready straight away — you vouched for it, so there’s no code to enter.
  • By email (if you added one), a link to set a password for the web app.
They show as invited until they first message Tia or sign in to the web app, then as active. If an invite gets lost, find them on the People tab and click Resend invite.

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Change or remove someone

On the People tab you can change a person’s name, roles or WhatsApp number. Role changes take effect immediately, in the app and with Tia. To remove someone, click Remove member. Their account is deleted and their number and email are freed up. You can’t remove yourself, or the last Owner.

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Your own WhatsApp number

The owner adds and verifies their number during setup: Tia sends a 6-digit code on WhatsApp, valid for 10 minutes. To change your own number later, go to Settings → Profile.

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Talking to Tia

Once a number is registered, that person messages Tia on WhatsApp like any contact. They can:
  • Forward a receipt photo, a supplier PDF or a voice note.
  • Ask about the business — “what’s on today?”, “who owes us money?”.
  • Log what happened — “the Marina install is done”, “remind me to call Khalid at 10”.
What Tia will do for them depends on their roles.
Tia only answers numbers registered to an active team member. Anyone else is told Taskezy couldn’t find an account for their number and is pointed to their company admin. Tia works for your team, not your customers — if you want an assistant that answers customers, that’s your front desk.

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Resources

The Resources tab lists the people and things you schedule onto jobs and bookings: staff, teams, rooms, vehicles. They don’t need an account. See Operations.

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What’s next

  • How Tia works — draft-then-confirm, and what she can do across the business.
  • Plans and billing — unlimited team members on every plan.
  • Front desk — a separate agent that answers your customers.