Infinity3 Help Centre

Give each colleague their own account so they can manage the work and information relevant to their role.

Before you start

You’ll need permission to manage users and the colleague’s name and work email address.

Decide which tools and customer records they need to access.

Add a user

1. Open Settings → Users. Some account layouts label this My Staff.
2. Select Add User or Add Employee, as shown.
3. Enter the colleague’s name and login email.
4. Complete the required user details.
5. Open Roles & Permissions.
6. Select the appropriate role and enable the tools they need.
7. Review any assigned-data restrictions.
8. Save and follow the available invitation or login-setup process.

Have the colleague complete their own sign-in and verification steps.

Check access

Ask them to log into app.infinity3.ai and confirm they can see the intended business account and perform their usual tasks.

Each person should connect their own email and calendar through their profile where needed.

If your colleague cannot sign in

Check the login email for typing mistakes and ask them to check their spam folder for any setup email. If they already have a login, use that account rather than sharing another person’s password.

They can use Forgot Password? on the login page if they need to reset their password. If they can sign in but cannot see your business account, review their account access and permissions.

If the platform displays a user-limit message, contact Infinity3 to check the allowance for your account.

Things to know

• User access does not automatically grant access to external services such as Google or Microsoft 365.
• If the email already exists, follow the guidance shown or contact Infinity3 rather than creating a second account.
• Administrator access should be reserved for people responsible for managing the account.

If user creation or login setup fails, contact Infinity3 with the colleague’s email and error shown.