Invite your team and assign roles

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 — contact or lead and deal execution, cadences, tasks (may be restricted to own records)
Custom role — granular permissions set by admin

Team settings page showing users with Admin, Manager, Rep, and Custom role labels.

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 contacts, leads, and deals if replacing someone — do not leave orphaned records

Invite teammate modal with email field, role selector, and send invite button.

Team members table showing a pending invitation and active teammates.

Offboarding checklist

Transfer active contacts, 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

What you should see

Invited teammates should appear as pending until they accept. Active teammates should show the correct role before they start working contacts, leads, deals, cadences, or settings.

Common issues

Invite not received — check spam; resend from Team settings
Cannot assign records — rep may lack assign permission; admin adjusts role