Getting started

Invite your team to Haiya

To invite a teammate, open Settings, then Team members, press Invite teammate, and enter their email, name and role. They sign in with that email to join, and you choose which WhatsApp numbers they answer.

Applies to: iPhone and iPad, Android, the web
Last updated: November 12, 2026

Before you start

You are an owner or adminOnly they can invite. Only an owner can change another owner or admin.
Your plan has a free seatHow many members you can have depends on your plan.
Their email addressEach teammate signs in as themselves, with their own email.

Step by step

The screens below are drawings of the Haiya app with sample data.

Open Team members and press Invite teammate
In Haiya, open Settings, then Team members, and press Invite teammate. Expected result: the invite form, with Email address and Name.
Choose a role
Type their email address and name. Under Assign a role, pick Admin, Agent or Viewer; each role lists what it can do. Expected result: the role you picked is selected.
- The owner role cannot be invited. It moves only by transfer.
The Invite teammate form with a sample email and name, the Agent role picked and What they can see below.
Choose what they can see
Under What they can see, choose all customers, or only the customers assigned to them. Then press Send invitation. Expected result: the invite shows as Pending in the team list.
Team members on the web: each member with their role, and pending invites at the end. Sample data.
They sign in to join
Your teammate gets an email with a code, opens Haiya and signs in with that same address. Expected result: they appear in Team members with their role, and Pending goes away.
A teammate's details once they have joined: role, status and the numbers they answer. Sample data.
Choose the numbers they answer
Select them in Team members, press Edit number assignments and pick Every number or only some. Expected result: their chats list shows the conversations on those numbers.
- A teammate with no number assigned sees no conversations.
Number assignments for a teammate: Every number is ticked, with Save and Cancel.

If something goes wrong

When a step fails, Haiya shows a short message with what to do. Find the message in the first column.

Messages you may see, why they appear and what to do
What you see	Why	What to do
The invite cannot be sent	That address is already active in another workspace.	Use another address for them; one email belongs to one workspace.
They signed in but did not join	They used a different email from the invite.	Sign out and sign in with the invited address, or send a new invite.
The invite still shows Pending	They have not signed in yet, or lost the email.	Select the invite and press Resend invite, or Share invite to copy the steps. Revoke stops the old code.

What can each role do?

Haiya has four roles: owner, admin, agent and viewer.

Owner runs the workspace, billing included. There is exactly one: at first, the person who created the workspace.
Admin runs the team, numbers, templates, broadcasts and the CRM: everything except billing and deleting a template.
Agent handles day-to-day conversations and works CRM leads.
Viewer has read-only access to chats, the CRM and analytics, and cannot reply.

You can change a role later from the member’s page with Change role; it takes effect on their next request. Seats per plan are on the pricing page.

What to read next

By Edward MwangiFounder, Haiya

Published November 12, 2026

Still stuck? Ask a person.

Tell us the name of your business and what you were doing when it went wrong. A screenshot helps. Never send a password or an access token.

Before you start

Step by step

1Open Team members and press Invite teammate

2Choose a role

3Choose what they can see

4They sign in to join

5Choose the numbers they answer

If something goes wrong

What can each role do?

What to read next

Still stuck? Ask a person.

Open Team members and press Invite teammate

Choose a role

Choose what they can see

They sign in to join

Choose the numbers they answer