Team
Add teammates. Control access.
Invite Your Team
Add people. Assign roles. Everyone stays in sync.
Add a Team Member
- Go to Settings → Team
- Click Invite Member
- Enter their email
- Select a role
- Click Send Invite
They'll get an email to join.
Roles
| Role | What They Can Do |
|---|---|
| Owner | Everything + billing + delete account |
| Admin | Everything except billing |
| Member | Manage leads, conversations, send messages |
| Viewer | Read-only. See but can't change. |
Managing Team
| Action | How |
|---|---|
| Change role | Click member → select new role |
| Remove | Click member → Remove |
| Resend invite | For pending invites |
FAQs
"How many team members can I add?" Unlimited on all plans.
"Can team members see all leads?" By default, yes. Contact support for lead assignment restrictions.
"What happens when I remove someone?" They lose access immediately. Their past actions stay in history.
"Can I have multiple owners?" Only one owner per organization.
"Do team members cost extra?" No. Unlimited users on all plans.
"Can I invite someone as read-only?" Yes. Use the Viewer role.
"Will team members see billing info?" Only Owners see billing. Admins and below don't.
Related
- Account settings — Your personal settings
- Notifications — Control who gets alerts