Getting Started
Accounts & projects
How sign-in, projects, and roles work in Calypso.
Sign in
Calypso uses account-based sign in. After you sign in, everything you do is scoped to a project.
New to Calypso? Start a free 14-day trial here: app.calypso.ms/signup
Projects
A project is the unit of configuration and data ownership in Calypso:
- Customers are stored per project
- Shared Inbox conversations are routed and handled per project
- Workflows, templates, campaigns, knowledge items, and widgets are configured per project
Switching projects
Today, Calypso is single-project for most accounts: after sign-in, you’re placed into your project and everything you do stays scoped there.
If you need access adjusted (members, roles, or project setup), ask an Owner or Admin.
Roles
Roles control what a person can do in a project. Calypso currently supports:
- Owner: full access, including project administration
- Admin: manages configuration and members
- Member: standard access (varies by section)
- Agent: optimized for Shared Inbox workflows (agents may see a simplified Shared Inbox experience)
If you’re trying to change project configuration (workflows, routing, members, settings) and don’t see the controls, check your role.
Inviting members
Go to Project → Members:
- Invite members by email
- Track Active, Pending, and Archived members
- Set roles and (optionally) adjust role-based navigation presets