Inviting your team & roles

You can invite as many teammates as your plan allows from the team settings area of your workspace. Send an invite by email; the person creates their own login and joins your workspace directly — they never see another company's data.

Each member is assigned a role that determines what they can access. Administrators manage the workspace, billing, integrations, and team membership. Standard members work day to day in the apps — managing accounts, running their pipeline, and completing tasks. More limited roles are useful for people who only need to view information or work within a single app.

Roles are tied to your workspace, so changing someone's role takes effect everywhere immediately. If a teammate leaves, removing them revokes their access at once and their work history stays with the records they touched, so you keep a complete trail.

A good practice is to keep the number of administrators small and give everyone else the narrowest role that still lets them do their job. You can always upgrade a teammate's access later as their responsibilities grow.