Before you begin
- Admins manage members under Admin → Members or Settings → Team
- Free plan: one seat — upgrade to Pro before inviting anyone
Invite and onboard
- 1. Open Admin → Members (/dashboard/teams) — Users tab
- 2. Enter work email and assign role (Admin, Manager, Rep, or custom)
- 3. User accepts invite and completes profile
- 4. Assign leads, cadences, and phone lines as needed
Teams (optional)
- Admin → Teams (/dashboard/teams/manage) — group reps for reporting
- Teams do not replace record ownership — assign leads explicitly
Suspend or remove
- Suspend before payroll offboarding to block sign-in immediately
- Reassign open leads, deals, and cadences to an active owner first
- Remove only after handoff is complete
Offboarding checklist
- Transfer active leads and open deals to a new owner
- Reassign cadence ownership and verified caller IDs
- Rotate API tokens and review shared inbox delegations
- Revoke integration OAuth if the user connected personal mailboxes
Common issues
- Invite not received — resend; check spam and correct email domain
- Cannot invite on Free — upgrade at /dashboard/upgrade
- Orphan leads after departure — use bulk assign from Leads or Admin tools