Before you begin
Only admins can invite users. Free plan includes one seat; Pro and above add seats per billing.
Role model
Use least privilege. Reps should not be billing admins unless required.
- Admin — workspace settings, billing, integrations, all records
- Manager — team reporting, pipeline rules, approvals
- Rep — lead and deal execution, cadences, tasks (may be restricted to own records)
- Custom role — granular permissions set by admin
Invite steps
- 1. Open Settings → Team (or Admin → Members)
- 2. Enter work email and pick role
- 3. New user accepts invite and completes profile
- 4. Reassign open leads if replacing someone — do not leave orphans
Offboarding checklist
- Transfer active leads and open deals to a new owner
- Reassign cadence ownership and sender identities
- Rotate API tokens created by the departing user
- Suspend access before removing from payroll handoff
Common issues
- Invite not received — check spam; resend from Team settings
- Cannot assign leads — rep may lack assign permission; admin adjusts role