Add Team Members & Permissions
Invite teammates, assign roles, and control what each person can access.
3 min readBilling & Account
Team members are added via email invitation. Each member is assigned a role that determines their access level across the platform.
Inviting a team member
1
Go to Team in the sidebar.
2
Click Invite Member.
3
Enter the email address.
4
Select a role: Admin, Manager, or Member.
5
Click Send Invitation.
6
The invitee receives an email with a link to set up their account.
Team member limits by plan
| Plan | Max team members |
|---|---|
| Basic | 3 |
| Pro | 15 |
| Agency | Unlimited |
Changing a role
Go to Team, find the member, and click their current role badge. Select the new role from the dropdown. The change takes effect immediately.
Removing a member
Click the three-dot menu next to a member → Remove from team. Their data (leads, notes, activities) is retained and reassigned to the admin. Their login is disabled immediately.
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