Invite your team

Each person on your team gets their own login. You choose whether they are an Admin or a Member.

1 min read

Step by step

1. Open Settings, then Team.
2. Press Invite someone.
3. Type Their email.
4. Under What can they do?, choose a role:
   • Admin: everything you can do (Edit agents, buy numbers, add money, invite people). Only the owner can close the account.
   • Member: sees leads and calls, listens to recordings and adds notes. Cannot Change agents, money or the team. Good for sales reps.
5. Press Send invite. They get an email with a link to set their password.

Manage invites and people

• Invite not accepted yet? Press Resend or Cancel invite.
• To remove someone, press Remove, then confirm. They are logged out straight away. Notes they wrote stay on the leads.
• There is one Owner per business. Ownership can be handed over from My account.

All plans include unlimited team logins.