Inviting your team, and what each role can do
Invite teammates as Managers or Agents; everyone works in one shared workspace.
Updated
Your workspace is shared: every member sees the customer records, conversations and appointments. The owner manages the team in Settings → Team & access.
Roles:
| Role | What it does |
|---|---|
| Owner | Manages invitations, access, billing, channels and AI settings. The owner's access is protected |
| Manager | Coordinates customer work, assignments, records, imports and services |
| Agent | Works with shared customers, replies, edits records and claims unassigned work |
There's no limit on team members, and no fee per member, on any plan.
To invite someone, press Invite a teammate, enter their email address and choose Agent or Manager. They sign in with their own login, using that email address, which they must verify (see Joining a team you were invited to). Invitations last 7 days; you can resend or cancel one from the same page. Your subscription and usage stay shared.
When someone leaves, deactivate their access from Team & access. Before you confirm, choose who takes over their contacts and open tasks.
Recent access activity shows who invited, changed or removed whom, and when.
Booking staff in Appointments deliver booked services; adding someone there doesn't give them a login.