Add a teammate

On the dashboard, press Add a teammate and fill in:

Field	What it means
Name	What people call it. A short name that’s easy to say in a call works best.
Email address	Its address on your domain. It must be one nobody uses: an admin’s account or one someone has already signed in to can’t become a teammate.
Expertise	Its line of work: General, Marketing, Sales, Customer Support, People & Recruiting, Operations & Finance, Engineering or Executive Assistant. This shapes how it works and which apps it suggests.
Voice in calls	Male or female. Each teammate is given its own voice, so two teammates sound different in a call.
Works for	The person whose priorities it follows. You can add others later, up to three people in all.

The first teammate also starts your plan, so you’ll be asked for payment through Paddle.

What happens next

Delegmate creates its Google account in an organisational unit called Delegmate, so your admins can set policy for teammates apart from people. Then it sets up its Drive folder and calendar. Google takes about a minute to ready a new account. Once it’s ready, the teammate introduces itself to the person it works for in Chat. Soon after, it gets its own phone number.

Turn on Chat auto-accept for the Delegmate organisational unit in Google Admin, under Apps, Google Workspace, Google Chat. A teammate can’t accept a Chat invitation by itself, so without this it can read a new conversation but can’t answer it.

Hand over a first job

What makes a good one, and what happens next.

Getting started

Working with a teammate

Apps and logins

Billing

Admin

Help

What happens next

Next

Hand over a first job

​What happens next

​Next

Hand over a first job

What happens next

Next