Invite your team and assign roles

Add reps, managers, and ops with the right permissions from day one.

5 min read · Updated May 2026

Role model

Use least-privilege by default. Reps should not be billing admins, and billing admins should not own live outbound sequences unless required.

  • Admin: workspace settings, billing, integrations
  • Manager: team reporting, pipeline rules, approvals
  • Rep: lead/deal execution, cadences, tasks