Invite your team and choose roles

Updated 8 November 2026

Only Admins can manage the team. Teammates sign in with their own email and password; you never share yours.

Invite someone

Open Settings → Team.
Click Invite a teammate, enter their email and choose a role.
We email them a link; they pick their own password and land in your workspace signed in.

Until they accept, the invitation sits under Pending invitations, where you can resend or cancel it. Invitations expire after a few days.

Which role to pick

Role	What they can do
Admin	Change settings, manage the team, work every lead
Agent	Work leads and conversations, but not change settings
Viewer	See leads and reports, but not make changes

Agents see the leads assigned to them and unassigned leads. Admins and Viewers see everything. For the full list see What Admins, Agents and Viewers can do.

Seats

Admins and Agents use a staff seat; Viewers do not. Pending Admin and Agent invitations count too. Each plan includes a number of seats (Individual 1, Sales and Agency 5). When you reach the limit, the invite is refused with a message that points to Plan & usage, where you can add seats or change plan.

Changing roles and removing people

On Settings → Team, change a person's role from the row menu. To remove access, deactivate them: they can no longer sign in, their leads and notes stay, and you can reassign their leads. Deactivated people free their seat immediately.

Still stuck? Message us and a person will answer.